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Google Sheets + Salesforce

Create child records in Salesforce from Google Sheets

Automatically streamline your CRM updates with this Zap template. Whenever a new row is added to a spreadsheet in Google Sheets, this integration creates corresponding child records in Salesforce, including any line item details. This process ensures that your Salesforce records are consistently synchronized with your latest spreadsheet data, enhancing data accuracy and saving you valuable time on manual data entry.

Automatically streamline your CRM updates with this Zap template. Whenever a new row is added to a spreadsheet in Google Sheets, this integration creates corresponding child records in Salesforce, including any line item details. This process ensures that your Salesforce records are consistently synchronized with your latest spreadsheet data, enhancing data accuracy and saving you valuable time on manual data entry.

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

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Child Records (with line item support)

    Creates records from line items and sets the parent-child relationship.

    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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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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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