How to Create Salesforce Leads from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create Salesforce leads from new Google Sheets rows using Pabbly Connect. Follow this step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create Salesforce leads from new Google Sheets rows, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account to explore its features.

Once logged in, you will see various Pabbly applications. Click on the option to access Pabbly Connect to begin setting up your automation. This platform serves as the bridge between Google Sheets and Salesforce, allowing seamless data transfer without any coding.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Salesforce Lead from Google Sheets Row’. Select the folder where you want to save this workflow.

This workflow consists of a trigger and an action. The trigger will be Google Sheets, and the action will be Salesforce. This setup allows you to automatically create leads in Salesforce whenever a new row is added in Google Sheets.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the trigger application as Google Sheets.

Now, you will configure the trigger event as ‘New or Updated Spreadsheet Row’. This selection ensures that every time a new row is added, the workflow will be activated, enabling the automatic creation of leads in Salesforce.

Connecting Google Sheets to Pabbly Connect

To link Google Sheets with Pabbly Connect, you will need a webhook URL generated by the platform. Copy this URL and head to your Google Sheets account. Open your lead management spreadsheet and navigate to Extensions > Add-ons > Get Add-ons.

Search for the Pabbly Connect Webhook add-on and install it. After installation, refresh your Google Sheets page. Once refreshed, you will find the option to set up the webhook URL under Extensions > Pabbly Connect Webhook > Initial Setup. Here, paste the webhook URL you copied earlier.

• Paste the webhook URL into the designated field.
• Set the trigger column to the appropriate column (e.g., G).
• Submit the setup to establish the connection.

After successfully submitting, you will see a confirmation message. This indicates that Google Sheets is now connected to Pabbly Connect, enabling the automation of lead creation in Salesforce.

Setting Up Salesforce Integration in Pabbly Connect

With Google Sheets connected, the next step is to configure Salesforce as the action application in your Pabbly Connect workflow. Search for Salesforce and select it as your action application. Choose the action event ‘Create Lead’ to initiate the lead creation process.

When prompted, connect your Salesforce account by either selecting an existing connection or creating a new one. If creating a new connection, grant the necessary permissions for Pabbly Connect to access your Salesforce account. This step is crucial for ensuring that leads can be created seamlessly.

Map the fields from Google Sheets to Salesforce. Ensure all required fields are filled accurately. Test the integration to confirm successful lead creation.

After mapping the fields, click on ‘Save and Send Test Request’. If configured correctly, you will see a success message indicating that a new lead has been created in Salesforce. This confirms that your Pabbly Connect integration is functioning as intended.

Testing and Verifying the Integration

To ensure everything is set up correctly, test the integration by adding a new row in your Google Sheets. Fill in the required details such as first name, last name, company, email, and phone number. Once you enter this information, the trigger in Pabbly Connect will activate.

After entering the details, check your Salesforce account to verify if the lead has been created. Refresh the leads page in Salesforce, and you should see the new lead with the information you provided in Google Sheets. This confirms that the integration is working perfectly.

Add a new row with relevant details in Google Sheets. Check Salesforce for the new lead. Repeat the process to ensure consistency.

By following these steps, you will have successfully integrated Google Sheets with Salesforce using Pabbly Connect. This automation not only saves time but also enhances efficiency in managing potential customer leads.

Conclusion

This tutorial demonstrates how to create Salesforce leads from new rows in Google Sheets using Pabbly Connect. By following the detailed steps, you can automate your lead generation process efficiently and effectively.