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Never Lose Lead: Auto-Save Google Contacts as Salesforce Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Salesforce CRM with Google Contacts, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing pabbly.com/connect into your browser.

Once on the homepage, you will see options to either sign in or sign up. New users can click on “Sign Up Free” to create an account and receive 100 free tasks every month. Existing users should click on “Sign In” to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. Here, click on the “Create Workflow” button to start building your integration. This is where Pabbly Connect allows you to automate tasks seamlessly.

Select “Quick Builder” for a streamlined setup.
Enter the prompt: “Integrate Google Contacts and Salesforce CRM”.
Choose the Google Contacts trigger as “New or Updated Contact”.
Set the Salesforce action to “Create Contact”.

After setting these parameters, approve the workflow. This step ensures that Pabbly Connect can manage the integration effectively.

3. Connecting Google Contacts to Pabbly Connect

Next, you need to connect your Google Contacts account to Pabbly Connect. Click on the button to build a new connection. You will be prompted to sign in to your Google account.

After selecting your Google account, allow access for Pabbly Connect to manage your contacts. Once the connection is established, you can proceed to create a new contact in Google Contacts for testing.

Create a new contact with first name “Test”, last name “User”, email “[email protected]”, and phone number “1234567890”.
Save the new contact to trigger the automation.

After saving, you can return to Pabbly Connect to test the integration by sending a test request to fetch this newly created contact.

4. Testing the Integration with Salesforce

Once you’ve created a contact in Google, head back to Pabbly Connect and click on “Save and Send Test Request”. This action fetches the latest contact data from Google.

Upon successful fetching, you should see the details of the new contact. Now, proceed to connect Salesforce by selecting the option to build a new connection. Log into your Salesforce account and allow access to Pabbly Connect.

Map the first name, last name, email, and phone number fields from Google Contacts to Salesforce.
Click on “Save and Send Test Request” to create the contact in Salesforce.

Refreshing your Salesforce contacts page should now show the newly created contact, confirming that the integration is working perfectly through Pabbly Connect.

5. Conclusion

In this tutorial, we explored how to automate the integration of Google Contacts with Salesforce CRM using Pabbly Connect. By following these steps, you can streamline your contact management effortlessly.

This automation not only saves time but also ensures that no important leads are missed. Start using Pabbly Connect today to enhance your business processes!