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hcanada86 Can Salesforce interface with Google Docs?
Hi all,
We are currently using Google Doc (Form) to collect user information which we then convert to CSV to upload into salesforce as "Contacts". However, this is quite repetitive and we have to do it many times a day. We are looking for a solution to:
(1) Automate the above process - when customer use the online google doc form, it goes automatically into salesforce contact
OR
(2) A form app that integrates with Salesforce's Contact featuer.
Many thanks.
Well, you could just use a web-to-lead form.
This is just a simple html form that posts to salesforce and stores the person's information as Lead.
So instead of sending them to the google form, send them directly into Salesforce.
Thank you for your suggestion. Can you advise how I should go about in building a web-to-lead form that automatically integrates with Salesforce? Many thanks.
Login to your salesforce organiztion and go to:
Setup -> Customize -> Leads -> Web-to-Lead
There's a button to create a web to lead form, you can choose which fields from your lead object you want on the form.