An automated workflow using integromat
Connects Google Forms + Salesforce
Create Salesforce contacts from new Google Forms form submissions
About this workflow template
This automation scenario allows you to connect Google Forms and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Forms and Salesforce can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Forms
Watch Responses in Google Sheets in Google Forms
Watches for new responses in the Google Sheets table.
Then this action happens in Salesforce
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce contacts from new Google Forms form submissions.
Part I
Configure Applications
First, we need to connect Google Forms and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Forms to Make.com.
Give Make.com access to your Google Forms account, using Google Forms credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Google Forms
Choose the following trigger: Watch Responses in Google Sheets (Watches for new responses in the Google Sheets table.).
Then set up an Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Forms and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Salesforce contacts from new Google Forms form submissions!
Related Automation Templates
Supported triggers and actions
New form response
Triggers when a new form response is received.
triggerbyzapieriftttNew response in spreadsheet
Triggered when a new response row is added to the bottom of a spreadsheet.
triggerbyzapierautomateiopabbly-connectNew or updated form response
Triggers when a form response is added or modified.
triggerbyzapieriftttWatch responses in google sheets
Watches for new responses in the Google Sheets table.
triggerbyintegromatNew or updated response in spreadsheet
Triggered when a new response row is added or modified in a spreadsheet.
triggerbyzapierNew responses worksheet headers
Triggers when a new header is added to a worksheet in a responses spreadsheet.
triggerbyzapier
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Google Forms is a user-friendly tool for gathering data and conducting surveys online. It offers customizable forms, real-time collaboration, and seamless integration with Google Sheets. Create, share, and analyze responses effortlessly.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
