How to Create Salesforce Leads from Google Forms Submissions Using Pabbly Connect

Learn how to automate Salesforce lead creation from Google Forms submissions using Pabbly Connect in this step-by-step tutorial. 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 create Salesforce leads from Google Forms submissions, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for free and get 100 free tasks each month.

Once signed in, you will see the dashboard displaying various Pabbly applications. Click on Pabbly Connect to start the integration process. This platform is essential for automating the workflow between Google Forms and Salesforce.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button at the top right corner of the dashboard. A dialog box will appear asking for a workflow name; enter ‘Create Salesforce Lead from Google Form Responses’.

• Select a folder to save your workflow.
• Choose the Google Forms Automations folder.

Click on ‘Create’ to finalize your workflow setup. This action sets the stage for integrating Google Forms with Salesforce through Pabbly Connect.

3. Setting Up the Trigger with Google Forms

Now, it’s time to set up the trigger in Pabbly Connect. Click on the arrow in the ‘Trigger’ section and select Google Forms as the application. For the trigger event, choose ‘New Response Received’ to capture form submissions.

After selecting the trigger event, Pabbly Connect provides a unique webhook URL. Copy this URL to connect Google Forms to Pabbly Connect. This URL is crucial for capturing responses from your Google Form submissions.

4. Connecting Google Forms to Pabbly Connect

To link your Google Form to Pabbly Connect, open the Google Form you created. Click on ‘Responses’ and then select ‘Link to Sheets’ to create a new spreadsheet for responses. Click ‘Create’ to establish this link.

• Go to Extensions, then Add-ons, and select Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.

After installation, return to Extensions and select Pabbly Connect Webhooks. Choose ‘Initial Setup’ to paste the webhook URL you copied earlier. Set the trigger column as the final data column, typically Column G, and click ‘Submit’. This step completes the connection between Google Forms and Pabbly Connect.

5. Creating Leads in Salesforce

Once you’ve set up the trigger, you can now create leads in Salesforce. In Pabbly Connect, select Salesforce as the action application. For the action event, choose ‘Create Lead’ to initiate the lead creation process.

Connect Salesforce by clicking on ‘Add New Connection’. Authorize the connection by clicking ‘Allow’ on the permission request. After authorization, you will map the lead details from the Google Form responses to the Salesforce fields.

After mapping the necessary fields like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This action sends a test lead to Salesforce. If successful, you will see the lead appear in your Salesforce account, indicating that the integration via Pabbly Connect is complete.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Salesforce leads from Google Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead generation process efficiently. This integration enhances your business operations, allowing for seamless data transfer between platforms.