Google Sheets + Salesforce Essentials
Create new Salesforce Essentials records from new or updated rows in Google Sheets
Effortlessly streamline your data management process with this predefined workflow that caters to both Google Sheets and Salesforce Essentials. Once your team adds or updates data in a Spreadsheet Row on a Team Drive in Google Sheets, it propels the creation of a new record in Salesforce Essentials. This process eradicates the need for manual input, ensuring your Salesforce Essentials records are up-to-date with the latest data from Google Sheets. A perfect solution to manage your data efficiently and accurately.
Effortlessly streamline your data management process with this predefined workflow that caters to both Google Sheets and Salesforce Essentials. Once your team adds or updates data in a Spreadsheet Row on a Team Drive in Google Sheets, it propels the creation of a new record in Salesforce Essentials. This process eradicates the need for manual input, ensuring your Salesforce Essentials records are up-to-date with the latest data from Google Sheets. A perfect solution to manage your data efficiently and accurately.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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