Salesforce

Google Forms to Salesforce: Create Salesforce Leads, Contacts on Google Form Submission

What is Form Director?

Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the G Suite Marketplace and Chrome Web Store. Please check installation instructions to install the add-on.

What is Salesforce?

Salesforce provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events.

Google Forms to Salesforce: Use Case(s)

Google Forms

Create Leads on Form Submit

Form Director

Salesforce

Create Lead/People


  • Choose Salesforce from the list of apps
  • Name your service
  • Choose Create Lead under services

Configuring Salesforce

Login to salesforce

Enable Saleforce API for your Organisation

Follow the steps to enable the Saleforce API for your Organisation

  • Log In to your salesforce account.
  • Go to SetUp(top right corner).
  • Search for "Profile".
  • Click on New.
  • Provide "Profile Name" and click on save.
  • Go to "Administrative Permissions".
  • Mark the API Enabled check box.

Mapping

Steps for mapping from field with Salesforce Lead fields

  • Click on setup mapping
  • Choose the form field
  • choose the app field
  • click save

Finish setting up

  • Save service

You are all set to create Lead on your Google Form submission

Submit the Form

Submit the Google Form

See new Lead in Salesforce CRM