Google Forms
Salesforce
zapier

An automated workflow using zapier

Connects Google Forms + Salesforce

Create Salesforce leads from new Google Forms responses

About this workflow template

This automation scenario allows you to connect Google Forms and Salesforce

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

Google Forms and Salesforce can also be integrated using automation tools other than zapier:

Diagram

Create Salesforce leads from new Google Forms responses
Workflow diagram: Google Forms + Salesforce integration

How it works?

When this trigger fires in Google Forms

Google Forms

New Response in Spreadsheet in Google Forms

Triggered when a new response row is added to the bottom of a spreadsheet.

Then these actions happen in Google Forms and Google Forms

Salesforce

Create Record in Salesforce

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Google Forms

New Form Response in Google Forms

Triggers when a new form response is received.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Salesforce leads from new Google Forms responses.

Part I

Configure Applications

First, we need to connect Google Forms and Salesforce to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Forms to Zapier.

    Give Zapier access to your Google Forms account, using Google Forms credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for Google Forms

    Set up a Trigger action for Google Forms

    Choose the following trigger: New Response in Spreadsheet (Triggered when a new response row is added to the bottom of a spreadsheet.).

  • Then set up an Action for Salesforce

    Then set up an Action for Salesforce

    Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).

  • Then set up another Action for Google Forms

    Choose this action: New Form Response (Triggers when a new form response is received.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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 leads from new Google Forms responses!

Supported triggers and actions

  • Google Forms

    New form response

    Triggers when a new form response is received.

    zapierifttt
    triggerbyzapierifttt
  • Google Forms

    New response in spreadsheet

    Triggered when a new response row is added to the bottom of a spreadsheet.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Forms

    New or updated form response

    Triggers when a form response is added or modified.

    zapierifttt
    triggerbyzapierifttt
  • Google Forms

    Watch responses in google sheets

    Watches for new responses in the Google Sheets table.

    integromat
    triggerbyintegromat
  • Google Forms

    New or updated response in spreadsheet

    Triggered when a new response row is added or modified in a spreadsheet.

    zapier
    triggerbyzapier
  • Google Forms

    New responses worksheet headers

    Triggers when a new header is added to a worksheet in a responses spreadsheet.

    zapier
    triggerbyzapier
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Google Forms

Google Forms

Form Builders

Simple surveys and web forms for personal use from Google

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

Salesforce

CRM

Enterprise cloud CRM platform

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.