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Google Sheets + Salesforce

Create Salesforce Leads from New Google Sheets Rows (Team Drive)

Keep your sales team in the loop by creating this automation that adds new Salesforce leads from Google Sheets rows in a team drive. This workflow allows you to easily manage lead information in a spreadsheet and have it directly sent to Salesforce, saving time and ensuring your team has all the data they need to chase potential customers. Make lead generation convenient and efficient for your team with this simple and effective solution.

Keep your sales team in the loop by creating this automation that adds new Salesforce leads from Google Sheets rows in a team drive. This workflow allows you to easily manage lead information in a spreadsheet and have it directly sent to Salesforce, saving time and ensuring your team has all the data they need to chase potential customers. Make lead generation convenient and efficient for your team with this simple and effective solution.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row (Team Drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.