Google Forms and Salesforce Integration

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Automatically create or update Salesforce records from Google Forms submissions. Latenode's visual editor and affordable execution pricing make even complex lead management workflows easy to build and scale.

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Google Forms

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Forms and Salesforce

Create a New Scenario to Connect Google Forms and Salesforce

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Salesforce will be your first step. To do this, click "Choose an app," find Google Forms or Salesforce, and select the appropriate trigger to start the scenario.

Add the Google Forms Node

Select the Google Forms node from the app selection panel on the right.

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Configure the Google Forms

Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Salesforce Node

Next, click the plus (+) icon on the Google Forms node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce

Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.

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Configure the Google Forms and Salesforce Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Google Forms and Salesforce Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Forms, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Forms and Salesforce integration works as expected. Depending on your setup, data should flow between Google Forms and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Forms and Salesforce

Google Forms + Salesforce + Slack: When a new form is submitted in Google Forms, the automation updates the lead information in Salesforce. Then, a summary of the form submission is sent to a designated Slack channel.

Google Forms + Google Sheets + Salesforce: When a new form is submitted in Google Forms, the response is added as a new row in a Google Sheet. Simultaneously, the lead information in Salesforce is updated with the form data.

Google Forms and Salesforce integration alternatives

About Google Forms

Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.

About Salesforce

Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.

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FAQ Google Forms and Salesforce

How can I connect my Google Forms account to Salesforce using Latenode?

To connect your Google Forms account to Salesforce on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Forms and click on "Connect".
  • Authenticate your Google Forms and Salesforce accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Salesforce leads from new Google Forms submissions?

Yes, you can! Latenode’s visual builder and advanced logic ensure seamless lead creation, saving you time and improving data accuracy, all without writing code.

What types of tasks can I perform by integrating Google Forms with Salesforce?

Integrating Google Forms with Salesforce allows you to perform various tasks, including:

  • Create new Salesforce contacts from Google Forms submissions instantly.
  • Update existing Salesforce records with Google Forms response data.
  • Trigger custom notifications in Salesforce based on form responses.
  • Create Salesforce tasks for follow-up based on specific form answers.
  • Automatically generate Salesforce reports from form submission data.

How to filter form responses before sending them to Salesforce?

Latenode allows you to filter and validate Google Forms data using logic blocks or JavaScript before updating Salesforce, ensuring data quality.

Are there any limitations to the Google Forms and Salesforce integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both platforms.
  • File uploads from Google Forms to Salesforce have size restrictions.

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