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Google Sheets + Salesforce

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

When there's a change or addition in your Google Sheets team drive, this workflow helps you keep your Salesforce records up-to-date. This seamless process ensures your information in Salesforce aligns with the latest data from your team's Google Sheets. No more manual entries and the chance of human error is eliminated, ensuring efficient and consistent record-keeping.

When there's a change or addition in your Google Sheets team drive, this workflow helps you keep your Salesforce records up-to-date. This seamless process ensures your information in Salesforce aligns with the latest data from your team's Google Sheets. No more manual entries and the chance of human error is eliminated, ensuring efficient and consistent record-keeping.

  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
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    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

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  • Google
  • Spreadsheets

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