Integrating Google Contacts with Salesforce Using Pabbly Connect

Learn how to instantly create Salesforce contacts from new Google Contacts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Contacts and Salesforce Integration

To integrate Google Contacts with Salesforce, start by accessing Pabbly Connect. This powerful integration platform allows you to automate processes between various applications seamlessly. Sign up for a free account on Pabbly Connect if you haven’t done so already.

After signing in, navigate to the dashboard. Here, you will create a new workflow to connect Google Contacts and Salesforce. Click on the ‘Create Workflow’ button to get started.

2. Setting Up Google Contacts Trigger in Pabbly Connect

In this step, you will set up Google Contacts as the trigger application. Select Google Contacts from the list of applications. This allows Pabbly Connect to monitor new contacts created in your Google account.

• Choose the ‘New Contact’ trigger event.
• Connect your Google account by authorizing access.
• Test the connection to ensure it works correctly.

Once you have successfully set up the trigger, Pabbly Connect will automatically fetch new contacts added to your Google Contacts. This is crucial for the integration process.

3. Configuring Salesforce Action in Pabbly Connect

Next, you will configure Salesforce as the action application. Select Salesforce from the application list in Pabbly Connect. This step is essential for creating new contacts in Salesforce based on the data from Google Contacts.

Choose the ‘Create Contact’ action event. You will then need to connect your Salesforce account by providing the required credentials. Make sure to test the connection to verify that everything is set up correctly.

After connecting, map the fields from Google Contacts to Salesforce. This includes the contact’s name, email, and phone number. Ensure that you match these fields accurately to maintain data integrity.

4. Finalizing Integration and Testing the Workflow

With the trigger and action set up, it’s time to finalize the integration. Review the workflow in Pabbly Connect to confirm that all settings are correct. You can make adjustments if necessary.

• Click on the ‘Save’ button to save your workflow.
• Run a test by adding a new contact in Google Contacts.
• Check Salesforce to ensure the contact appears correctly.

Once you confirm that the test works, your integration is complete. Pabbly Connect will now automatically create Salesforce contacts whenever new contacts are added in Google Contacts.

5. Benefits of Using Pabbly Connect for Google and Salesforce Integration

Using Pabbly Connect for integrating Google Contacts and Salesforce offers several benefits. First, it automates the process, saving you time and reducing manual data entry errors. This ensures that your Salesforce database is always up to date.

Additionally, Pabbly Connect provides a user-friendly interface that simplifies the integration process. You can easily manage and modify your workflows as needed. This flexibility allows you to adapt to changing business needs quickly.

Moreover, with real-time data syncing, you can maintain accurate records across both platforms. This integration enhances your productivity and helps in better customer relationship management.

Conclusion

In summary, using Pabbly Connect to integrate Google Contacts with Salesforce streamlines your workflow and enhances data management. With this tutorial, you can effortlessly create Salesforce contacts from new Google Contacts, ensuring efficiency and accuracy.