Google Sheets Salesforce Integration Using Pabbly Connect

Learn how to integrate Google Sheets with Salesforce using Pabbly Connect to create leads automatically. Step-by-step guide included. 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. Introduction to Pabbly Connect for Google Sheets and Salesforce Integration

Pabbly Connect is a powerful integration platform that allows users to connect various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to integrate Google Sheets with Salesforce. This integration enables the automatic creation of Salesforce leads whenever a new row is added to Google Sheets.

Google Sheets is a versatile online spreadsheet tool, while Salesforce serves as a leading CRM platform. Although there are native integrations available, they often come with limitations. By using Pabbly Connect, we can bypass these restrictions and create a more efficient workflow.

2. Setting Up Pabbly Connect for Google Sheets

To begin, navigate to Pabbly’s website and access the Pabbly Connect section. You can sign in or create a new account if you haven’t done so already. Pabbly Connect offers a free plan, allowing users to try the integration without any cost.

Once logged in, follow these steps to create a new workflow:

• Click on the ‘Create New Workflow’ button.
• Name your workflow (e.g., ‘Google Sheets to Salesforce’).
• Select ‘Google Sheets’ as the trigger application.
• Choose ‘New Spreadsheet Row’ as the trigger event.

This setup allows Pabbly Connect to monitor Google Sheets for new entries, triggering actions in Salesforce accordingly.

3. Configuring Google Sheets Webhook with Pabbly Connect

After setting up the workflow, you will receive a webhook URL from Pabbly Connect. This URL is essential for linking Google Sheets to the integration. To configure the webhook, go to your Google Sheets and install the ‘Pabbly Connect Webhooks’ add-on if you haven’t already.

Follow these steps to complete the webhook configuration:

• Open the add-ons menu and select ‘Pabbly Connect Webhooks’.
• Click on ‘Initial Setup’ and paste the webhook URL from Pabbly Connect.
• Specify the trigger column (the last column of your data).

After pasting the webhook URL and setting the trigger column, click on ‘Send Test’ to verify the connection. This step ensures that data can flow from Google Sheets to Pabbly Connect.

4. Integrating Salesforce with Pabbly Connect

With the Google Sheets webhook configured, the next step is to integrate Salesforce using Pabbly Connect. In your workflow, click on the plus button to add a new action. Select Salesforce as the application and choose ‘Create Lead’ as the action event.

Connect to Salesforce by creating new credentials. Once authenticated, map the fields from the webhook response to the Salesforce lead fields. This includes:

First Name Last Name Email Company

Ensure that all necessary fields are filled correctly to create a lead in Salesforce. After mapping the fields, click ‘Save’ to complete the integration.

5. Testing the Integration Between Google Sheets and Salesforce

To verify that the integration works correctly, return to Google Sheets and add a new row with lead information. This should include details like first name, last name, email, company, city, and country.

After entering the new data, check Salesforce for the newly created lead. You can refresh the Salesforce leads page to see if the information has been successfully transferred. If everything is set up correctly, you should see the new lead reflecting the data from Google Sheets.

In summary, every time a new row is added in Google Sheets, Pabbly Connect will automatically create a corresponding lead in Salesforce. This integration saves time and enhances efficiency, allowing for seamless data management across platforms.

Conclusion

Integrating Google Sheets with Salesforce using Pabbly Connect streamlines the process of lead creation. This tutorial provided a step-by-step guide to ensure a seamless setup and testing process. By utilizing this integration, you can enhance your workflow and improve data accuracy in Salesforce.