Automate Salesforce Lead Creation from Google Form Submissions Using Pabbly Connect

Learn how to automate Salesforce lead creation from Google Form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 start automating your Salesforce lead creation from Google Form submissions, first access Pabbly Connect by visiting its website. Once there, sign in to your existing account or create a new one to get started with 100 free tasks monthly.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Create Salesforce Lead on Google Form Submission’, and select a folder to save it. Once completed, click on the ‘Create’ button to proceed.

2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this section, you will set Google Forms as the trigger application in Pabbly Connect. Click on the trigger box and choose Google Forms as your trigger application. Then, select the trigger event as ‘New Response Received’. This sets up the automation to trigger whenever a new submission is made.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL to connect Google Forms with Pabbly Connect.

Next, navigate to your Google Form and disable the required option for the last field. Then, go to the Responses tab and click on ‘View in Sheets’ to create a Google Sheets document linked to the form. This ensures that all form submissions are recorded in the sheet.

3. Connecting Google Sheets to Pabbly Connect

Now, you will establish a connection between Google Sheets and Pabbly Connect. Open Google Sheets and go to Extensions, then click on Add-ons and select ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it if you haven’t already.

• Open Extensions in Google Sheets.
• Select Add-ons and find Pabbly Connect Webhooks.
• Paste the copied webhook URL into the setup window.

In the setup window, enter the trigger column, which is the final data entry column (e.g., column F). Click on the submit button to save the setup. This connection will ensure that whenever a new response is added in Google Sheets, it is sent to Pabbly Connect.

4. Creating a Salesforce Lead Action in Pabbly Connect

After successfully connecting Google Sheets, you will now set Salesforce as the action application in Pabbly Connect. Click on the action box and select Salesforce, then choose ‘Create Lead’ as the action event. Click on ‘Connect’ to establish a connection with Salesforce.

If you have an existing Salesforce connection, you can select it; otherwise, click on ‘Add New Connection’. Log in to your Salesforce account and grant the necessary permissions for Pabbly Connect to access your data. Once connected, you will map the fields from Google Forms to Salesforce.

Map the first name and last name fields from the Google Forms response. Fill in the company name, title, phone number, and email address fields. Select the lead source and status as required by Salesforce.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. This action will create a new lead in Salesforce based on the details submitted through the Google Form.

5. Testing the Integration Between Google Forms and Salesforce

To ensure everything is working correctly, test the integration by submitting a new response in your Google Form. Fill out the form with dummy data and submit it. This should trigger the automation set up in Pabbly Connect.

After submission, check your Salesforce account to verify that the new lead has been created. You should see the details filled in the corresponding fields, confirming that the integration is successful. This process automates lead creation seamlessly, saving you time and effort.

To summarize, the integration process involves connecting Google Forms to Pabbly Connect, then linking Google Sheets, and finally creating leads in Salesforce. Each step ensures that data flows smoothly from one application to another, enhancing your workflow efficiency.

Conclusion

In this tutorial, we explored how to automate Salesforce lead creation from Google Form submissions using Pabbly Connect. By following the detailed steps, you can streamline your lead management process effectively.