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Google Sheets + Salesforce Essentials

Add new Salesforce Essentials records to Google Sheets as rows

Save time and effort by having Salesforce Essentials records seamlessly added to your Google Sheets. With this workflow, every time a new record is created in Salesforce Essentials, a new row will be added to your chosen Google Sheets spreadsheet. Keep your data organized and up-to-date without manual data entry, allowing you to focus on more important tasks.

Save time and effort by having Salesforce Essentials records seamlessly added to your Google Sheets. With this workflow, every time a new record is created in Salesforce Essentials, a new row will be added to your chosen Google Sheets spreadsheet. Keep your data organized and up-to-date without manual data entry, allowing you to focus on more important tasks.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    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.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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