How to Connect Google Forms to Salesforce Using Make.com

Hi there! If you're new to Make.com and trying to create your first scenario, you might be wondering how to connect a Google Form to Salesforce. Specifically, you might want to create or update contact records, custom object records, opportunity records, and organization records in Salesforce based on the responses in a Google Form. If you've already created a scenario that creates a new record but are struggling with avoiding duplicates, this guide is for you.

Creating or Updating Records in Salesforce

Everything you're suggesting is possible in Make. There are two ways to solve this problem. You could search for the Contact and then use a Router to split the execution path depending on whether it's found or not. However, an Update operation won't create a missing record, and a Create operation will throw an error if the record already exists. So we need two execution paths.

Having the same list of actions on each path following after the create/update modules can lead to duplication. This isn't great even on just two branches and two following actions – imagine if you had 3 or more branches, and a long string of actions on each. How maintainable is that? What's the chance of updating one branch and getting something wrong on another? It also massively increases your testing conditions.

Using Error Handling in Make

Make provides for error handling, which can come in handy here. Remember that the Create operation will throw an error if the record already exists? We can make use of that. In this scenario, we just go ahead and create the record based on the details in the Google Form. If the record already exists, the module will throw and error and follow the lower error handler route. There, we find the existing object and update it. But how do we get back to the upper route?

That's where the magic comes in. The "Resume" error handler tells Make to resume processing after the failed module, using different outputs to replace the missing outputs of the failed module. You get to specify where those missing outputs come from.

If all of the operations you detailed on the last three bullet points are to follow on from creating/updating the Contact record, then you'd just add them to the upper path in the last scenario image. You can apply the same create/update error handling logic to each of those as well if need be.

Conclusion

In conclusion, Make.com provides a flexible and powerful platform for connecting Google Forms to Salesforce. By using Routers and error handling, you can create or update records in Salesforce based on Google Form responses. This can help you avoid duplicate records and streamline your workflows. Happy Making!

You do have further questions?

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