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Google Sheets + Salesforce

Update Salesforce records from new or updated Google Sheets spreadsheet rows on team drive

Keep your Salesforce records up-to-date with this seamless workflow between Google Sheets and Salesforce. Whenever a new or updated row is detected in your Team Drive spreadsheet, the corresponding record in Salesforce will be updated, ensuring your data stays accurate and well-organized across both platforms. This automation streamlines your sales processes, allowing you to focus on other important tasks.

Keep your Salesforce records up-to-date with this seamless workflow between Google Sheets and Salesforce. Whenever a new or updated row is detected in your Team Drive spreadsheet, the corresponding record in Salesforce will be updated, ensuring your data stays accurate and well-organized across both platforms. This automation streamlines your sales processes, allowing you to focus on other important tasks.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, 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
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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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