Fed up with manually creating Salesforce contact from new Google Contacts? Well, then this is the place for you as here in this blog we will tell you how to create Salesforce contact from new Google Contacts automatically via Pabbly Connect.
Pabbly Connect is an amazing integration and automation software, which allows you to integrate two or more applications to automate all the projects. You just have to do the integration once and then everything will be automatically managed by Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Before we bounce straight into the integration process, let us get a smidgen of information about both services. Primarily Google Contacts is Google’s contact management tool that is available in its free email service Gmail. On the other hand, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.
Therefore, by integrating these services, you can easily add new Google Contacts to Salesforce as contacts automatically. Moreover, we’ve embedded a video below to assist you with this automation process-
Besides, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.
Hence, without further delay, let’s follow the step by step procedure to integrate Google Contacts and Salesforce.
Step 1: Sign up to Pabbly Connect
We will start the process to create Salesforce contact from new Google Contacts by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.
Try Pabbly Connect for FREE
Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect. Start with creating a workflow for your project by clicking on the “Create Workflow” button. Now, you need to name the workflow just like in the above-shown image. I named the workflow “Google Contacts to Salesforce”, you can obviously name the workflow as per your requirements and needs. After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing “Google Contacts” for integration. After selecting the application select “New or Updated Contact” in the choose method section. After selecting the application, now you have to click on the “Connect with Google Contacts” button just like in the above-shown image to take further the integration process. To connect Google Contacts with Pabbly Connect, you have to authorize the application, for that, you need to log in to your Google account. Now, to authorize the application again we will click on the “Connect with Google Contacts” button and grant the permission to connect Google Contacts to Pabbly Connect. To check if the integration is capturing data or not, we will add a sample contact in the Google Contacts account. Here, we can see that we have added a sample contact in our Google Contacts account. Now to capture the contact details, hit the “Save & Send Test Request” button in the Pabbly Connect dashboard. As soon as you click on the “Save & Send Test Request” in Pabbly Connect the contact info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button. To complete this Google Contacts-Salesforce integration, we will add an action to your trigger. Now in this step, click on the + button below and choose “Salesforce” and in the method section select “Create Contact”. After choosing the application click on the “Connect with Salesforce” button to move forward. To connect Salesforce with Pabbly Connect, you need to authorize the application. For that, you have to log in to your Salesforce account. When you click on the connect button, a window will slide in from the right side, here again, we will click on the “Connect with Salesforce” button and grant the permission to connect Salesforce to Pabbly Connect. Once you are connected with your Salesforce account, now you have to add all the field data like the last name, first name, etc. Map up all the fields quickly. Once you are done mapping up all fields click on the “Save & Send Test Request” button. Here, you can see that integration was successful and the contact has been added in Salesforce from the newly added contact in Google Contacts automatically. Finally, at the end of the blog, today you learned about “How to Create Salesforce Contact from New Google Contacts” automatically via Pabbly Connect. As you were going through the blog, you must have realized how easy it is to bind any two applications via this magic software Pabbly Connect. The plus point- you don’t have to pay to work on it and you don’t need any coding skills. Hence, don’t think anymore and sign up today for your free account. For further queries or suggestions, please drop your comments below.Step 2: Access Pabbly Connect
Step 3: Workflow for Google Contacts with Salesforce Integration
(a) Create New Workflow
(b) Name the Workflow
Step 4: Setting Triggers for Google Contacts with Salesforce Integration
(a) Select Application you want to Integrate
(b) Click the Connect Button
Step 5: Connecting Google Contacts to Pabbly Connect
Step 6: Add a Contact
(a) Add a Contact
(b) Send Test Request
Step 7: Test the Submission in Pabbly Connect Dashboard
Step 8: Setting Action for Google Contacts with Salesforce Integration
(a) Select Application you want to Integrate
(b) Click on Connect Button
Step 9: Connecting Salesforce to Pabbly Connect
(a) Authorize the Application
(b) Map the Fields
(c) Send a Test Request
Step 10: Check Response in Salesforce Dashboard
Conclusion –
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