What does this Salesforce automation do?
A new form response is categorized and written into Salesforce as a lead record.
What can you do with it?
- Categorize before creating the record
- Move leads into Salesforce immediately
- Keep form intake out of CSV files
The Steps
This automation runs in 3 steps:
- When Google Forms — New Response
- Then Taskade AI — Categorize with AI
- Then Salesforce — Create Record
Who is this automation for?
Built for marketing teams using forms for lead capture. A new form response is categorized and written into Salesforce as a lead record.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Response" from Google Forms.
- Add the action "Categorize with AI" from Taskade AI.
- Add the action "Create Record" from Salesforce.
- Connect your Salesforce account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.