Google Form is a versatile and user-friendly tool provided by Google that allows users to create custom online forms and surveys. It offers various features and functionalities, making it useful for a wide range of purposes like gathering surveys, registering for any event, contact forms, job application, order forms and polls etc.
Why Do We Need To Integrate Google Form With Salesforce?
Well! Integrating Google Forms with Salesforce provides the flexibility to capture data as Leads, Cases, or custom objects based on your specific business requirements. This versatility allows you to adapt the integration to different use cases and efficiently manage data flow within your Salesforce CRM.
For business-to-business (B2B) scenarios, you might want to capture data as Leads when potential clients submit certain types of Google Forms. Leads are ideal for capturing initial contact information and potential business opportunities. You can then nurture these leads and convert them into Accounts and Contacts as the relationship progresses.
In other instances, if customers or clients submit support requests or inquiries through a Google Form, capturing data as Cases in Salesforce would be beneficial. Cases help you track and manage customer support interactions, ensuring timely resolution of issues and efficient customer service.
For unique or specific use cases, where data needs to be captured differently, you can leverage custom objects in Salesforce. Custom objects allow you to design data structures tailored to your business needs, enabling you to collect and store information in a way that aligns with your processes and workflows.
By customizing the integration between Google Forms and Salesforce, you can ensure that data is appropriately mapped and routed to the relevant records in Salesforce. This level of flexibility in data capture empowers your organization to streamline processes, enhance customer experiences, and make data-driven decisions effectively.
Our approach involves using the standard script editor in conjunction with Salesforce Apex REST to seamlessly capture Google Form submissions as Leads or any other object’s record. This combination allows for a simple yet effective integration that efficiently transfers data from Google Forms to Salesforce, ensuring a smooth and automated process for data capture and record creation.
Please watch the demo presented in the video below:
Different Configuration for each form
Ability to map form fields to Salesforce object fields
How to get it?
Feel free to get in touch with us at email@example.com.
We offer a lightweight managed package designed for easy installation in Salesforce, along with a script to configure on the Google Form side. As part of our commitment to customer satisfaction, we provide complimentary configuration assistance for your initial setup.
Contact us today, and let us help you seamlessly integrate Google Forms with Salesforce, making your data capture and management processes more efficient and effective.