How to Sync Webinar Leads from Google Forms to Salesforce CRM Using Pabbly Connect

Learn how to sync webinar leads from Google Forms to Salesforce CRM using Pabbly Connect in this step-by-step tutorial. Optimize your workflow today! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync webinar leads from Google Forms to Salesforce CRM, the first step is to access Pabbly Connect. This powerful automation platform allows seamless integration between various applications.

Begin by navigating to the Pabbly Connect homepage at Pabbly.com/connect. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get free tasks every month. Existing users can directly sign in.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow to connect Google Forms with Salesforce. Click on the ‘Create Workflow’ button in the top right corner.

In the dialog box that appears, name your workflow as ‘Sync Webinar Leads from Google Forms to Salesforce CRM’ and select a folder to save it. For this example, choose the ‘Automations’ folder. After this, click on the ‘Create’ button to proceed.

• Click on ‘Add Trigger’ to set up the trigger for your workflow.
• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the app event.

With these steps, you have successfully initiated the workflow setup in Pabbly Connect.

3. Connecting Google Forms to Pabbly Connect

Now that your workflow is created, the next step is to connect Google Forms to Pabbly Connect. After selecting the trigger, you will receive a webhook URL. This URL is crucial for linking your Google Forms to the Pabbly platform.

Log into your Google Forms account and open the form you created for webinar registrations. Navigate to the ‘Responses’ tab and link your form to Google Sheets by clicking on the ‘Link to Sheets’ button. Create a new spreadsheet to store the responses.

• Copy the webhook URL from Pabbly Connect.
• Go to Google Sheets, click on ‘Extensions’, and select ‘Add-ons’.
• Install the ‘Pabbly Connect Webhooks’ add-on.

After installing, refresh your Google Sheets and navigate back to ‘Extensions’ to select ‘Pabbly Connect Webhooks’ and set up the webhook URL. This will allow Pabbly Connect to capture form responses automatically.

4. Setting Up Salesforce Integration in Pabbly Connect

Once Google Forms is connected to Pabbly Connect, the next step is to create an action in Salesforce. In your Pabbly workflow, click on ‘Add Action’ and select Salesforce as the action application.

Choose ‘Create Lead’ as the app event and connect your Salesforce account. If prompted, allow access to Pabbly Connect. Once connected, you will need to map the fields from your Google Forms responses to Salesforce lead fields.

Map the first name, last name, email, and phone number fields. Select the company name and lead source. Click on ‘Save and Send Test Request’ to verify the integration.

This process ensures that every new lead from your Google Forms is automatically created in Salesforce, thanks to Pabbly Connect.

5. Testing the Integration

To finalize the setup, it is crucial to test the integration. Go back to your Google Forms and submit a test entry. After submitting, check your Salesforce account to confirm that the lead has been created successfully.

Refresh your Salesforce leads page, and you should see the new lead with the details you entered in the form. This confirms that the integration between Google Forms and Salesforce through Pabbly Connect is working flawlessly.

By following these steps, you have effectively automated the process of syncing webinar leads from Google Forms to Salesforce CRM, enhancing your workflow efficiency.

Conclusion

In this tutorial, we explored how to sync webinar leads from Google Forms to Salesforce CRM using Pabbly Connect. By following the detailed steps, you can automate lead capturing efficiently, ensuring no potential lead is missed.