Integrate Google Forms with Salesforce to Create New Leads

Quick summary

This demo shows how to integrate Google Forms with Salesforce using Zapier to automatically create new leads from form submissions. Once configured, every new Google Forms response instantly generates a Salesforce lead — eliminating manual data entry and accelerating your sales pipeline.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to start building your automation.
2. Click "Trigger" to begin setting up the trigger step of your Zap.
3. Search for and select Google Forms as the trigger app.
4. Choose a trigger event, such as "New Response in Spreadsheet," to define what activates the Zap.
5. Connect your Google account to Zapier to grant access to your forms data.
6. Select the Google Form response sheet you want Zapier to monitor for new submissions.
7. Run a test to ensure Zapier detects the data correctly from your form.
8. Add Salesforce as the Action App in the next step of your Zap.
9. Choose an action event, such as "Create Lead," to define what happens in Salesforce.
10. Connect your Salesforce account to Zapier to authorize the integration.
11. Map Google Forms responses (e.g., name, email, phone) to the corresponding Salesforce lead fields.
12. Run a test to verify that new Google Forms submissions create leads in Salesforce.
13. Click "Publish" to activate your Zap and enable the live automation.