How to automatically create a new record in Salesforce or update an existing one every time a form response is submitted in Google Forms

In this how-to guide

How to automatically create a new record in Salesforce or update an existing one every time a form response is submitted in Google Forms
1. Set the Google Forms trigger as “Form response submitted”
2. Add the “Create or update record” step in Salesforce
3. Activate your playbook
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Relay.app is an automation tool that lets you automate actions across Salesforce, Google Forms, and many other apps. In this guide, we'll show you how to automatically run the “create or update record” action in Salesforce for each form response submitted in Google Forms using Relay.app.

Try it in Relay.app

Google Forms > Salesforce

Trigger

Last triggered

Form response submitted

Create or update record

Set the Google Forms trigger as “Form response submitted”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Google Forms trigger to initiate your playbook's actions every time a form response is submitted. Click "Add trigger" in your playbook and choose "Form response submitted" from the dropdown menu under Google Forms.

If you still need to connect your Google Forms account to Relay.app yet, a prompt will guide you through the process.

Add the “Create or update record” step in Salesforce

Integrate the Salesforce automation into your playbook to ensure the prompt creation of a new record in Salesforce or updating an existing one every time a form response is submitted in Google Forms.

Click the "Add step" button, locate the “Create or update record” automation for Salesforce, and input the mandatory and relevant details.

If your Salesforce account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Salesforce account.

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in Salesforce or update an existing one every time a form response is submitted in Google Forms without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.