Google Sheets + Salesforce Essentials
Create Salesforce Essentials records from new or updated rows in Google Sheets
Efficiently update your Salesforce Essentials records with this streamlined workflow. Every time a new or updated row appears in your Google Sheets, a corresponding record is created in Salesforce Essentials. This automation removes the need for tedious, manual entry, ensuring your customer relationship management system is always up-to-date with the latest data.
Efficiently update your Salesforce Essentials records with this streamlined workflow. Every time a new or updated row appears in your Google Sheets, a corresponding record is created in Salesforce Essentials. This automation removes the need for tedious, manual entry, ensuring your customer relationship management system is always up-to-date with the latest data.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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