Integrating Google Sheets with Salesforce Using Pabbly Connect

Learn how to integrate Google Sheets with Salesforce using Pabbly Connect. Follow this step-by-step tutorial to automate lead creation effortlessly. 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 integrate Google Sheets with Salesforce, we start by accessing Pabbly Connect. Open your browser and visit the Pabbly Connect website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their dashboard.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect. This will direct you to your dashboard where you can create your workflows for integration.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Google Sheets to Salesforce using Pabbly Connect. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow; enter a descriptive name such as ‘Create Salesforce Lead from Google Sheets’. Select a folder to save your workflow, then click on ‘Create’.

• Name your workflow appropriately.
• Select the folder for saving.

Now, you will be taken to the workflow window where you can set up triggers and actions. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever a new row is added, the workflow will be triggered.

3. Connecting Google Sheets to Pabbly Connect

Next, we will connect Google Sheets to Pabbly Connect. After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as it will be used to connect Google Sheets with your Pabbly workflow.

Log in to your Google Sheets account and open the spreadsheet you wish to connect. Navigate to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhook’ and install it if you haven’t already. After installation, refresh the page to ensure the add-on is active.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhook and install it.

Once the add-on is installed, return to Extensions and select ‘Pabbly Connect Webhook’. Click on ‘Initial Setup’ and paste the webhook URL you copied earlier. Specify the trigger column (for example, column G) and click ‘Submit’. This sets up the connection successfully.

4. Setting Up Salesforce Integration in Pabbly Connect

After successfully connecting Google Sheets, we will now set up Salesforce integration using Pabbly Connect. In the workflow, select Salesforce as the action application. The action event should be set to ‘Create Lead’. Click on ‘Connect’ to establish a connection with Salesforce.

You will need to authorize Pabbly Connect to access your Salesforce account. Follow the prompts to allow necessary permissions. Once connected, you will be able to map fields from the Google Sheets data to Salesforce lead fields.

Select Salesforce as the action application. Authorize Pabbly Connect to access your Salesforce account.

Map the fields such as first name, last name, company, email, and phone number from the Google Sheets data to the corresponding fields in Salesforce. This mapping ensures that the data flows correctly from Google Sheets to Salesforce.

5. Testing the Integration Workflow

With the integration set up, it’s time to test the workflow using Pabbly Connect. Go back to your Google Sheets and enter a new lead’s details in the specified columns. For instance, enter a first name, last name, company, email, and phone number.

After entering the details, check your Salesforce account to see if the new lead has been created. You can refresh the leads page in Salesforce to confirm that the data from Google Sheets has been successfully sent and a new lead entry has been generated.

Enter new lead details in Google Sheets. Refresh Salesforce to see the new lead.

By following these steps, you can efficiently automate lead creation from Google Sheets to Salesforce using Pabbly Connect, ensuring your sales team has immediate access to new leads.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Google Sheets with Salesforce using Pabbly Connect allows for seamless lead management. By following the steps outlined in this tutorial, you can automate the process of lead creation, saving time and improving efficiency in your sales operations.