How to Log Webinar Registrants from Google Forms to Salesforce CRM Using Pabbly Connect

Learn how to automate logging webinar registrants from Google Forms to Salesforce CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To log webinar registrants from Google Forms to Salesforce CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or creating a free account to get started with automation.

Once you are logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow to facilitate the integration between Google Forms and Salesforce CRM. This is where the automation magic happens.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow something descriptive, like ‘Log Webinar Registrants from Google Forms to Salesforce’. This helps you easily identify it later. using Pabbly Connect

• Select the trigger application as Google Forms.
• Choose the event as ‘New Response Received’.
• Click on ‘Connect’ to link your Google Forms account.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it allows Pabbly Connect to capture the responses from your Google Forms automatically.

3. Setting Up Google Forms to Connect with Pabbly Connect

Next, you need to set up your Google Form to send responses to Pabbly Connect. Open your Google Form, navigate to the settings, and locate the ‘Responses’ section. Here, you will find an option to link your form to a Google Sheet.

Once linked, copy the webhook URL provided by Pabbly Connect and return to your Google Form. In the Google Sheets linked to your form, click on ‘Extensions’, then ‘Add-ons’, and install the Pabbly Connect Webhook add-on. This will allow your Google Sheets to communicate with Pabbly Connect.

4. Configuring Salesforce CRM to Receive Data

Now that your Google Form is set up, it’s time to configure Salesforce to receive the data. In Pabbly Connect, add an action step and select Salesforce as your action application. Choose the event as ‘Create Lead’. This step will create a new lead in your Salesforce account whenever a new response is submitted through Google Forms. using Pabbly Connect

• Connect your Salesforce account to Pabbly Connect.
• Map the fields from your Google Form to the corresponding Salesforce fields.
• Test the connection to ensure data is flowing correctly.

By completing these steps, you ensure that every time a registrant fills out your Google Form, their details are automatically logged into your Salesforce CRM, streamlining your lead management process.

5. Testing the Integration

After configuring both Google Forms and Salesforce, it’s essential to test the integration. Go back to your Google Form and submit a test entry. Once submitted, check your Salesforce account to confirm that a new lead has been created with the information provided in the form.

If the lead appears in Salesforce, congratulations! You have successfully set up the automation using Pabbly Connect. If not, revisit your workflow in Pabbly Connect and check the configurations to ensure everything is set up correctly.

Conclusion

In this tutorial, we demonstrated how to log webinar registrants from Google Forms to Salesforce CRM using Pabbly Connect. By following these steps, you can automate your lead management process and ensure no inquiry slips through the cracks. This integration will help you manage your leads more efficiently and effectively.