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Integration how-to: Connect Google Forms and Salesforce to automate lead creation

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Integration how-to: Connect Google Forms and Salesforce to automate lead creation

By Krystina Martinez · August 11, 2021
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The sales cycle can be long and unpredictable. While you can't control whether prospects respond to your selling point, you can control whether your internal processes allow your sales team to work quickly. 

Perhaps you're constantly working through a queue of qualified leads, but there's a lag between the time when a prospect expresses interest and when that information is uploaded to your customer relationship management (CRM) system. 

With Zapier, you can keep tasks like uploading .csv files from getting in the way of a fast response. We're an automation tool that helps you reduce manual tasks between apps. 

In this video, we'll show you how to create a Zap—our word for the automated workflows you create with Zapier—that will automatically create Salesforce contacts from new Google Form submissions. 

Salesforce is a premium app—available on Zapier's paid plans. Learn more about premium apps. 

Before you begin

Make sure you have a spreadsheet attached to your Google Form where responses are collected. To do so, visit your Google Form and click on the Responses tab.

A screenshot of a Google Forms page with an orange box around the "Responses" section.

Click on the Google Sheets icon. If you haven't attached a spreadsheet to your form yet, you'll be prompted to create a new one to collect responses, or use an existing spreadsheet. 

If you already have a spreadsheet connected, you'll be directed to the Google Sheet.

Now that you're ready, you can watch this video to learn how to connect Google Forms and Salesforce.

Get started quickly with a Zap template

We also have a template to help you get started quickly. Click the Use this Zap button below, and you'll be guided through setup. You'll need to create a Zapier account if you don't already have one. It's free to start. 

Here's how it works: 

  1. Click on the Use this Zap button to get started. 

  2. Connect your Google Forms account, and select the form you want to use. 

  3. Connect your Salesforce account, and select the object type you want to create. 

  4. Select the fields within your Salesforce object that you want to edit. 

  5. Select the Google Forms information you want to populate your Salesforce fields. 

  6. Test your workflow, and turn it on. 

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

This article was originally published in August 2019 and was updated in August 2021.

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Krystina Martinez picture

Krystina Martinez

Krystina writes about all things automation for the Zapier blog. Previously she was a public radio journalist, so she has a lot of opinions about microphones. When she's not writing or tinkering with Zapier, Krystina enjoys sewing her own clothes and taking long naps in between her many hobbies.

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