Google Forms + Salesforce Integration
Create Leads, Contacts in Salesforce on Google Form Submission
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
It is available in the Google workspace Marketplace.
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)
> Create Leads on Salesforce from Google Forms
> Create Contacts on Salesforce from Google Forms
Create Leads/ Contacts on Form Submit
Demo Video: How to create leads on Salesforce from Google Forms?
Choose Salesforce from the list of apps
Name your service
Choose Create Lead under services
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.
Steps for mapping from field with Salesforce Lead fields
Click on setup mapping
Choose the form field
choose the app field
Finish setting up
You are all set to create Lead on your Google Form submission
Submit the Form
Submit the Google Form