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Google Sheets + Salesforce Essentials

Update Salesforce Essentials records and create corresponding rows in Google Sheets

Keep your data updated across platforms with this easy-to-use workflow. Whenever there's an update to a record in Salesforce Essentials, the corresponding record in your Google Sheets gets seamlessly updated. This efficient process eradicates the need for manual data entry and helps you focus more on your business growth.

Keep your data updated across platforms with this easy-to-use workflow. Whenever there's an update to a record in Salesforce Essentials, the corresponding record in your Google Sheets gets seamlessly updated. This efficient process eradicates the need for manual data entry and helps you focus more on your business growth.

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

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

    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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google-sheets logo

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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