Integrating Google Forms with Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Salesforce lead creation from Google Form submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Forms with Salesforce, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the landing page, you can either sign in if you are an existing user or sign up for free to get started. Signing up gives you access to 100 free tasks monthly, which is helpful for testing your workflows.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Create Salesforce Lead on Google Form Submission’.

• Select the folder to save your workflow.
• Click on ‘Create’ to initiate the workflow setup.

Once created, you’ll see two boxes: one for the trigger and one for the action. The trigger will be Google Forms, and the action will be Salesforce, allowing you to automate lead creation.

3. Setting Up the Trigger with Google Forms

In this step, you will configure the trigger in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This setup allows Pabbly Connect to capture submissions from your Google Form.

Next, you will be provided with a webhook URL. This URL is crucial as it connects your Google Forms to Pabbly Connect. Copy this URL and head over to your Google Form to establish the connection.

• Open your Google Form and click on ‘Responses’.
• Select ‘View in Sheets’ to connect your form to Google Sheets.

After connecting Google Forms to Google Sheets, go back to Pabbly Connect and paste the copied webhook URL into the Google Sheets add-on for Pabbly Connect. This step ensures that every form submission is sent to Pabbly Connect.

4. Configuring the Action to Create Leads in Salesforce

Now that the trigger is set up, it’s time to configure the action. In Pabbly Connect, select Salesforce as your action application and choose ‘Create Lead’ as the action event. This allows you to create a new lead in Salesforce whenever a Google Form submission is made.

Click on ‘Connect’ to establish a connection with Salesforce. If you have an existing connection, you can use that or create a new one. Make sure you are logged into your Salesforce account to grant permissions easily.

Map the fields from Google Forms to Salesforce, ensuring all required fields like last name and email are filled. Use the ‘Text Formatter’ feature to split the full name into first and last names if necessary.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to verify that the lead is created in Salesforce successfully.

5. Testing the Integration and Finalizing Setup

After setting up both the trigger and action, it’s essential to test the integration. Fill out your Google Form with dummy data and submit it. This action should trigger the workflow in Pabbly Connect and create a lead in Salesforce.

Check your Salesforce account to see if the new lead appears. If everything is set up correctly, you should see the lead created based on the details submitted through the Google Form.

Verify all mapped fields are populated correctly in Salesforce. Repeat the process with different submissions to ensure consistency.

This testing confirms that the integration between Google Forms and Salesforce via Pabbly Connect is functioning as intended, automating your lead generation process.

Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automate lead creation in Salesforce from Google Form submissions. By following these steps, you can streamline your lead management process effectively.