Salesforce

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.

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 Leads on Salesforce from Google Forms

> Create 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 Lead 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.

Mapping

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

See new Lead in Salesforce CRM