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Set up your first integration
Quickly connect Google Sheets to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Sheets with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Google Sheets and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
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Practical ways you can use Google Sheets and Salesforce
Monitor opportunities in Google Sheets.
Keep an eye on sales opportunities without logging into Salesforce frequently. When a new Salesforce opportunity is created, Zapier records it in Google Sheets. This simplifies sales tracking and allows business owners to manage leads at a glance.
Business Owner
Log Salesforce updates in Google Sheets.
Track Salesforce updates in real-time for better oversight. When any Salesforce record is updated, Zapier logs the changes into Google Sheets. This workflow ensures IT administrators have a clear, consistent record for audit purposes or system monitoring.
ITSync new Salesforce leads to Google Sheets.
Ensure every Salesforce lead is documented for analysis. When a new lead is created in Salesforce, Zapier automatically adds its details to a Google Sheets spreadsheet. This automation increases visibility for the marketing team, improves trend tracking, and keeps data organized for campaign planning.
Marketing & Marketing OpsLearn how to automate Google Sheets on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Google Sheets + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Salesforce
How do I start the integration between Google Sheets and Salesforce using Zapier?
To start integrating Google Sheets and Salesforce, you need to set up a Zap in our platform. This involves choosing a trigger event from Google Sheets (such as a new or updated row) and an action in Salesforce (like creating a record). Both accounts should be connected to Zapier during the setup.
What are common trigger events when integrating Google Sheets with Salesforce?
Common trigger events include a new row added, updated rows in Google Sheets, or specific column changes. These triggers prompt actions in Salesforce, like updating existing records or creating new leads.
What actions can be performed in Salesforce through the integration?
Within Salesforce, actions can include creating or updating records, finding records that match particular criteria, or even attaching files to specific records from the data captured in Google Sheets.
Can I synchronize data bi-directionally between Google Sheets and Salesforce?
Currently, our integration focuses on automating tasks based on events within one platform triggering actions in another. While real-time bi-directional synchronization isn't typically part of these setups directly through Zapier alone, setting up reciprocal Zaps for certain updates is possible.
How secure is my data during the integration process?
We prioritize security in all our integrations. Data transferred between Google Sheets and Salesforce via our platform is subject to strict security protocols including encryption at rest and secure HTTPS connections.
Are there any limitations on using custom fields from either platform during the integration?
You can use custom fields from both platforms while setting up your Zap. However, ensure that these fields are accessible via your respective accounts' APIs as inaccessible fields might cause issues during setup.
Do I need specific permissions set within Salesforce or Google Sheets for Zapier integration?
Yes, necessary permissions are needed for both platforms. In Salesforce, ensure API access permissions are enabled; for Google Sheets, sharing settings must allow Zapier access to view and edit spreadsheets involved in Zaps.
