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Google Forms Salesforce Integration (Easiest Way in 2024)

In this article, we will show you how to set up Google Forms integration with Salesforce. Simply follow the process below. 

How to Integrate Google Forms with Salesforce

Follow the steps below to easily integrate Google Forms with Salesforce. 

1. Sign Up for Salesforce and Zapier

If you haven’t already, create accounts on Salesforce and Zapier. Salesforce offers various plans, including a free trial. Zapier also has a free tier with limited zaps (automations).

2. Create Your Google Form

Open Google Forms and create a new form. Plan the form fields based on the data you want to collect and send to Salesforce, such as names, emails, or specific inquiries.

google forms salesforce integration

3. Set Up Your Salesforce Object

In Salesforce, decide which object (like Lead, Contact, or a custom object) you'll use to store the data coming from your Google Form. Ensure the object has fields corresponding to the data you'll collect.

google forms integration with salesforce

4. Log into Zapier and Create a Zap

Log into your Zapier account. Click on "Create" to start creating a new automation. Zaps consist of a trigger and one or more actions.

salesforce google forms integration

5. Set Up the Trigger

For the trigger, choose Google Forms as the app and select the trigger event, usually "New Form Response."

Connect your Google account under "Account" and select the specific form you're using.

6. Set Up the Action

For the action, choose Salesforce as the app. Select an action event, like "Add Contact to Campaign", depending on your needs. Connect your Salesforce account to Zapier under "Account".

7. Map Google Form Responses to Salesforce Fields

Zapier will show you a list of fields from your Salesforce object. Map each field to the corresponding Google Form question. This ensures the data collected from the form is correctly sent to Salesforce.

8. Test the Zap

Before activating, it’s crucial to test your Zap. Submit a test response in your Google Form. Zapier will let you pull this test data through the trigger to verify that the correct data is sent to Salesforce.

9. Activate Your Zap

If the test is successful, go ahead and turn on you Zap. Now, every time someone fills out your form, their data will be sent to Salesforce based on your setup.

We hope that you now have a better understanding of how to integrate Google Forms with Salesforce. If you enjoyed this article, you might also like our article on how to add audio to Google Forms or our article on the difference between verified vs responder input in Google Forms. 

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