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.Â
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.Â
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
Choose Salesforce from the list of apps
Name your service
Choose Create 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.
Service 1: Create Contact
Select the required objects.
Mapping
Mapping of form fields to that of app fields is to be done in order to create contact with your form data.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
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 Contact in Salesforce CRM
Service2: Update Contact
Mention the service name.
Select the application as "Salesforce".
Select the service as "Update".
Authenticate with Salesforce.
Select the required entity.
Mapping
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done in order to create items on form submission.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Save service
You are all set to create Contacts on your Google Form submission.
Submit the Form
Submit data in the Google Form.
Original Contact details
See the records updated in Salesforce
