Salesforce

You can integrate Google Forms with Salesforce using Form Director. Form Director enables you to connect Google Forms with Salesforce, allowing you to create & updates contacts, leads based on form responses.

When a user submits a Google Form, the responses are automatically sent to Salesforce, where contacts, leads are created & updated accordingly.

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.

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.

Here we have selected Contact. So once the Google Form is submitted a Contact will be created in Salesforce.

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.

Explore Mapping types

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.

Explore Mapping types

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

Frequently Asked Questions (FAQ)

What does the "invalid_grant" error with an expired access/refresh token indicate?

The "invalid_grant" error typically occurs when there are issues with the authentication process in Salesforce, specifically related to expired access or refresh tokens.

What are the common causes of the "invalid_grant" error, and how can it be fixed?

There are a few common causes for the "invalid_grant" error with an expired access/refresh token:

Exceeding Access Grants Limit:

Salesforce limits the number of access grants for a Connected App to 5 per user. If a user exceeds this limit, the oldest approval will be automatically revoked. For more information, check out this document: https://help.salesforce.com/s/articleView?id=sf.remoteaccess_request_manage.htm&type=5.

Immediately Expire Refresh Token" Enabled:

Solution: Ensure that the "Refresh token is valid until revoked" option is selected. You can find this setting in your Salesforce account under Apps → Connected Apps → Manage Connected Apps → {{YOUR APP}} → Edit Policies.

Make sure the Refresh token is valid until revoked is selected.