When a Google Form is submitted, perform a duplicate check and add the account to Salesforce.
Google Forms Salesforce

When a Google Form is submitted, perform a duplicate check and add the account to Salesforce.

Yoom's Google Forms &  Salesforce  are ready to use! Automate tasks instantly—just copy the template!

■Overview
This is a flow that adds an account to Salesforce after checking for duplicates when a Google Form is submitted.
It allows for smoother management of data submitted via Google Forms.

■Recommended for

  • Sales representatives collecting customer information via Google Forms
    ・Those managing data submitted from Google Forms manually
  • Team leaders utilizing Salesforce for customer management
    ・Those who want to streamline data entry into Salesforce and improve overall team productivity
  • Marketing professionals struggling with duplicate data management
    ・Those who want to automate duplicate checks to maintain accurate customer data and enhance the effectiveness of marketing strategies
  • Executives interested in automation and seeking efficiency improvements
    ・Those who want to automate repetitive data management tasks and allocate resources to other important tasks

■Benefits of using this template
This flow can automate the manual process of duplicate checking and registration in Salesforce, contributing to a reduction in work time and effort.
By automating the registration process, human errors can be prevented, and accurate customer data can be maintained.
Additionally, it allows for consistent data management across the team with a unified workflow.

Here are some Similar Templates!
Google Forms
Google Sheets
Add Google Form responses to Google Sheets
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
Google Forms
Notion
Gmail
Add Google Form responses to Notion and send event information via Gmail.
This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
Google Forms
Gmail
Google Sheets
Google Calendar
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Google Forms
Google Calendar
Zoom
Add information from Google Forms to Google Calendar and create a Zoom meeting.
This is a flow for adding information from Google Forms to Google Calendar and creating a Zoom meeting. It allows for automatic calendar additions and Zoom scheduling, making work more efficient.‍
Google Forms
Twitter
Check and approve the responses from the Google Form before posting them on X (Twitter).
This is a business workflow that automatically posts to X (Twitter) after reviewing and approving responses from Google Forms. It ensures reliable information sharing while reducing effort.
Google Forms
Microsoft Excel
Microsoft Teams
Add information from Google Forms to Microsoft Excel and notify Microsoft Teams.
This is a business workflow that automatically adds Google Form data to Excel and notifies Teams. It reduces the effort of aggregation and sharing, thereby enhancing operational efficiency.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Google Forms
Google Forms
Templates using

When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.

This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.

When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Salesforce
Salesforce
Templates using

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see details
Templates

When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.

This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.

When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see details
Templates

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Templates
No items found.
Related apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a form response is submitted
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot operations
    Get List of Answers
    Get Specific Answer Information
    Get List of Responses (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a new form
    Update form visibility settings
    Add a short/paragraph question (title and description)
    Add a choice question (radio, checkbox, or dropdown)
    Add a grid question (multiple-choice grid / checkbox grid)
    Add a question title and description (Date/Time)
    Add a question title and description (Linear scale)
    Add a question title and description (Image + text)
    Add a question title and description (Image + choice)
    Add a question title and description (Choices with images)
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When a form response is submitted
Flowbot operations
    Get List of Answers
    Get Specific Answer Information
    Get List of Responses (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a new form
    Update form visibility settings
    Add a short/paragraph question (title and description)
    Add a choice question (radio, checkbox, or dropdown)
    Add a grid question (multiple-choice grid / checkbox grid)
    Add a question title and description (Date/Time)
    Add a question title and description (Linear scale)
    Add a question title and description (Image + text)
    Add a question title and description (Image + choice)
    Add a question title and description (Choices with images)
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Work Smarter 
with Yoom
Get started in
30 sec!
Try for free now!