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.
Categories
Google Forms and Salesforce can also be integrated using automation tools other than zapier:
When this trigger fires 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
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a new form response is received.
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
First, we need to connect Google Forms and Salesforce to Zapier.
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.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
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
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
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
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 leads from new Google Forms responses!
Triggers when a new form response is received.
Triggered when a new response row is added to the bottom of a spreadsheet.
Triggers when a form response is added or modified.
Watches for new responses in the Google Sheets table.
Triggered when a new response row is added or modified in a spreadsheet.
Triggers when a new header is added to a worksheet in a responses spreadsheet.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
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
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.