Salesforce

Google Forms + Salesforce Integration

Create & Update 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.

Installation:

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 Contacts on Salesforce from Google Forms

> Update Contacts on Salesforce from Google Forms

Google Forms

Create Leads/ Contacts on Form Submit

Form Director

Salesforce

Demo Video: How to create leads on Salesforce from Google Forms?

Create Lead/People


Configuring Salesforce

Login to salesforce

Enable Saleforce API for your Organisation

Follow the steps to enable the Saleforce API for your Organisation

Service 1: Create Contact

Mapping




Notification

Email Template

Attachment


Finish setting up

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

Submit the Form

Submit the Google Form

See new Contact in  Salesforce CRM

Service2: Update Contact

Mapping






Notification

Email Template

Attachment


Finish setting up

You are all set to create Contacts on your Google Form submission.

Submit the Form

Original Contact details

See the records updated in Salesforce