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.
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)
Create Leads on Form Submit
- 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
- 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