How to Create Custom Salesforce Objects from New Rows on Google Sheets Using Pabbly Connect

Learn how to automate Salesforce lead creation from Google Sheets using Pabbly Connect. Step-by-step tutorial to streamline your workflow. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Salesforce Integration

To create custom Salesforce objects from new rows on Google Sheets, we first need to access Pabbly Connect. This platform allows seamless integration between Google Sheets and Salesforce. Start by signing into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, click on the big blue button labeled ‘Create Workflow’. Name your workflow something descriptive, such as ‘Create Custom Salesforce Objects from New Rows in Google Sheets’. After naming it, click ‘Create’ to initiate your workflow.

2. Configuring the Trigger in Pabbly Connect

The next step is to configure the trigger that will initiate the workflow. In this case, we will use Google Sheets as our trigger application. Select Google Sheets and set the trigger event to ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added to your designated Google Sheet, Pabbly Connect will start the workflow.

• Choose Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’. Install this add-on to facilitate communication between Google Sheets and Pabbly Connect. Once installed, return to Extensions, select Pabbly Connect Webhooks, and choose ‘Initial Setup’. Paste the webhook URL and set the trigger column to the last updated column. Click ‘Submit’ to complete the setup.

3. Testing the Trigger with Pabbly Connect

With the trigger configured, it’s time to test if everything is set up correctly. You can send a test request from Pabbly Connect that includes the first row of data from your Google Sheets. This will ensure that the integration is functioning properly. using Pabbly Connect

After sending the test request, you should see a response in Pabbly Connect indicating that the data has been successfully received. If the data appears correctly, go back to your Google Sheets, navigate to Extensions > Pabbly Connect Webhooks, and select ‘Send on Event’. This step ensures that every new updated row will trigger the webhook response.

4. Configuring the Action in Pabbly Connect to Create Salesforce Leads

Now that the trigger is set up, we need to define the action that will occur in Salesforce. Choose Salesforce as your action application and set the action event to ‘Create Lead’. This action will allow Pabbly Connect to create a new lead in Salesforce based on the data from Google Sheets.

Click ‘Connect’ to establish a connection between Salesforce and Pabbly Connect. You will be prompted to allow access to your Salesforce account. After granting permission, you will be able to fill in the necessary fields for creating a lead, such as last name, first name, company name, and email address.

• Map the last name and first name from the Google Sheets data.
• Ensure the company name and email address are also mapped correctly.
• Select any additional fields required for the lead creation.

Once all fields are filled out, click ‘Save and Send Test Request’. If successful, Pabbly Connect will show a confirmation that the lead has been created in Salesforce.

5. Finalizing the Integration and Checking Salesforce

After testing the action, the last step is to finalize the integration. You can now check your Salesforce account to verify that the lead has been created successfully. Refresh your Salesforce leads page, and you should see the new lead populated with the data from the Google Sheets row.

This integration streamlines the process of creating leads in Salesforce directly from new rows in Google Sheets. By using Pabbly Connect, you ensure that every new entry in your spreadsheet is automatically converted into a lead in Salesforce without manual entry.

Conclusion

By following this tutorial, you have successfully learned how to create custom Salesforce objects from new rows on Google Sheets using Pabbly Connect. This automation saves time and reduces errors in lead creation, enhancing your overall workflow efficiency.