Generate Leads for Your Hospitality Business via Google Forms & Add Leads in Salesforce Using Pabbly Connect

Learn how to generate leads for your hospitality business using Google Forms and integrate them into Salesforce with Pabbly Connect. Follow this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Generation

To generate leads for your hospitality business, start by accessing Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account.

Once logged in, you will see the Pabbly Connect dashboard. Click on ‘Create New’ to start setting up your automation. This process will help you connect Google Forms and Salesforce seamlessly using Pabbly Connect.

2. Setting Up Google Forms for Lead Capture

Creating a Google Form is essential to capture leads effectively. Use Pabbly Connect to connect your Google Form to Salesforce. Start by creating a form that includes fields like First Name, Last Name, Email, Phone, and Interested In.

• First Name
• Last Name
• Email
• Phone
• Interested In

Ensure to set the required fields for your form. After setting up the form, navigate to the responses section in Google Forms and open the Google Sheets option to view the responses in a spreadsheet format.

3. Configuring Pabbly Connect to Capture Form Responses

Next, configure Pabbly Connect to capture responses from your Google Form. In your Pabbly Connect dashboard, click on ‘Create New’ and select Google Forms as the trigger application. Choose ‘New Form Response’ as the trigger event.

Copy the webhook URL provided by Pabbly Connect and paste it into the Google Forms add-ons. Click on ‘Extensions,’ then ‘Add-ons,’ and find Pabbly Connect. Set up the webhook by entering the URL and specifying which column will trigger the event.

• Column H as the trigger column
• Submit the form to test the connection

Once the test submission is successful, Pabbly Connect will receive the response data from Google Forms, enabling you to proceed to the next step.

4. Adding Leads to Salesforce via Pabbly Connect

After setting up the Google Forms trigger, the next step is to add leads to Salesforce using Pabbly Connect. In the action application, select Salesforce and choose ‘Create Lead’ as the action event. Log in to your Salesforce account through Pabbly Connect.

Map the fields from the Google Form responses to the corresponding fields in Salesforce. For instance, map the Last Name, First Name, Email, and Phone fields accordingly. Ensure that you have selected the correct lead source and status.

Map the Last Name to the Last Name field in Salesforce Map the Email to the Email field in Salesforce Map the Phone to the Phone field in Salesforce

After mapping the fields, click on ‘Save and Send Test Request’ to verify the integration. Once successful, your leads will be added to Salesforce automatically whenever a new form response is received.

5. Conclusion: Streamlining Lead Generation with Pabbly Connect

Using Pabbly Connect to integrate Google Forms and Salesforce allows you to streamline your lead generation process for your hospitality business. This automation saves time and ensures that every potential lead is captured and added to your Salesforce account effectively.

By following this tutorial, you can set up a seamless workflow that enhances your marketing efforts and improves your lead management. Start using Pabbly Connect today to optimize your lead generation process!