How to Capture Business Leads Directly into Your CRM (Step-by-Step) 🔥

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Forms with Salesforce CRM using Pabbly Connect, you first need to access the platform. Open a new tab and navigate to pabbly.com/connect. If you’re new to Pabbly, click on the “Sign Up Free” option to get started with 100 free tasks every month. Existing users can simply sign in.

Once logged in, locate the Pabbly apps and click on the “Access Now” button for Pabbly Connect. This will take you to the dashboard where you can manage all your automation workflows. To create a new workflow, click on the “+ Create Workflow” button and select “Create from Scratch”.

2. Creating a New Workflow in Pabbly Connect

After selecting to create from scratch, you’ll be prompted to name your workflow. Enter something descriptive, such as “Capture Business Leads Directly into Your CRM”. Select an appropriate folder, then click on the “Create” button to finalize your workflow setup.

• Name your workflow clearly for easy identification.
• Select a folder for organization.
• Ensure you click the correct “Create” button.

Now that your workflow is created, the next step is to set up the trigger application. In this case, select Google Forms as the trigger application. This means that whenever a new lead is submitted through your form, the automation will be activated.

3. Setting Up Google Forms as the Trigger

In the Pabbly Connect dashboard, click on the plus icon to search for Google Forms. Select it and then choose the event “New Response Received”. Click on the “Connect” button to proceed. You will be provided with a webhook URL, which you need to copy for later use.

Next, go to your Google Forms account where you have created a lead form. Click on the “Responses” tab and then select “View in Sheets” to access the responses spreadsheet. To connect Google Forms with Pabbly Connect, click on “Extensions”, then “Add-ons”, and search for “Pabbly Connect Webhooks”. Install this add-on and proceed with the initial setup.

4. Configuring the Webhook in Google Forms

Once the Pabbly Connect Webhooks add-on is installed, access it from the Extensions menu and click on “Initial Setup”. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the final data column in your Google Sheets (typically column F).

After pasting the webhook URL, click on the “Send Test” button to verify the connection. If successful, you will see a confirmation that test data has been sent. Ensure that the “Send on Event” option is enabled, which will keep the connection active for future submissions.

Now, return to your Pabbly Connect dashboard to confirm that you have received the new response from your Google Form. This indicates that the connection between Pabbly Connect and Google Forms is functioning correctly, allowing you to capture leads effectively.

5. Setting Up Salesforce CRM as the Action Application

With the trigger set, it’s time to configure the action application, which in this case is Salesforce CRM. Select Salesforce CRM as your action application and choose the event “Create Contact”. Click on the “Connect” button and either create a new connection or select an existing one.

If creating a new connection, you will be prompted to allow access to your Salesforce account. Once connected, you can start mapping the fields from Google Forms to Salesforce. Use the slash (/) to see the available fields from the previous application and map the first name, last name, email address, contact number, and city name accordingly.

After mapping the fields, click on the “Save and Send Test Request” button to create a contact in Salesforce. Refresh your Salesforce CRM to see the new contact created successfully with all the mapped details. This confirms that the integration through Pabbly Connect is working perfectly, automating your lead generation process.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with Salesforce CRM using Pabbly Connect. By following these steps, you can automate lead capture efficiently, ensuring every new submission is recorded as a contact in your CRM. This integration streamlines your workflow and enhances productivity.