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Google Sheets + Salesforce Essentials

Create Salesforce Essentials leads from new Google Sheets rows

If you use a spreadsheet to manage your lead details, this integration is for you. It automatically adds a new lead to your Salesforce Essentials account as soon as a new row is created in specified spreadsheet in Google Sheets. Grow your outreach while you stay organized, no added clicks or keystrokes needed!

If you use a spreadsheet to manage your lead details, this integration is for you. It automatically adds a new lead to your Salesforce Essentials account as soon as a new row is created in specified spreadsheet in Google Sheets. Grow your outreach while you stay organized, no added clicks or keystrokes needed!

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
google-sheets logo
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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salesforce-essentials logo
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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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