Google Sheets + Salesforce
Locate Crossbeam records, retrieve partner overlaps and create Google Sheets spreadsheets for new records change in Salesforce
When Salesforce records change, locate it in Crossbeam and retrieve any partner overlaps, then drop it into Google Sheets spreadsheets.
When Salesforce records change, locate it in Crossbeam and retrieve any partner overlaps, then drop it into Google Sheets spreadsheets.
- When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...
ActionSearchFind existing data in your app - then do this...ActionSearchFind existing data in your app
- then do this!
Create SpreadsheetCreate a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Text Bold
Text Italic
Text Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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SpreadsheetsAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Add leads to Salesforce from new rows on Google Sheets
- Create custom Salesforce objects from new rows on Google Sheets
- Update Salesforce custom objects from new Google Sheets rows
- Create rows on Google Sheets spreadsheets for new Salesforce opportunities
- Update Salesforce records when new or updated Google Sheets rows are detected
- Create Google Sheets spreadsheet rows from new Salesforce custom objects
- Generate Salesforce leads from new Google Sheets rows
- Use data from Google Sheets to create Salesforce leads
- Create Google Sheets spreadsheet rows from updated Salesforce fields
- Update Salesforce opportunities and Google Sheets rows from new Typeform responses
- Create Salesforce records for new rows in a Google Sheet
- Create Google Sheets spreadsheets from new Salesforce cases
- Create Salesforce leads with new Google Sheets rows in Team Drive
- Add Salesforce custom objects from new Google Sheets rows in Team Drive
- Add rows in Google Sheets from new outbound Salesforce messages
- Create Google Sheets rows from new Salesforce leads
- Add custom objects to Salesforce Essentials with new Google Sheets rows
- Enrich business data in new Google Sheets rows using Firmographic Append in Versium REACH and create Salesforce contacts
- Create Salesforce leads for new Google Sheets rows
- Update Salesforce Records with New or Updated Google Sheets Rows
- Create Salesforce leads from new Google Sheets rows.
- Create Salesforce Leads from New Google Sheets Rows (Team Drive)
- Create Salesforce leads from new or updated Google Sheets team drive rows
- Create Salesforce contacts from new or updated Google Sheets rows
- Update Salesforce records from new or updated Google Sheets spreadsheet rows on team drive
- Update Salesforce leads from new or updated Google Sheets rows
- Update Salesforce leads when new rows are added in Google Sheets
- Update Google Sheets rows when Salesforce records have updated fields
- Add rows to Google Sheets for updated Salesforce records
- Create Salesforce contacts from new Google Sheets spreadsheet rows on team drive
- Create multiple Google Sheets rows from new Salesforce outbound messages
- Create Salesforce records from new Google Sheets rows
- Update Google Sheets rows with new Salesforce records
- Update Google Sheets rows when Salesforce records have updated fields
- Update Salesforce opportunities and Google Sheets rows from new formless responses
- Update contacts in Salesforce with new or updated rows in Google Sheets
- Update Salesforce records whenever new or updated rows are detected in team drive on Google Sheets
- Update Salesforce leads whenever new rows are added to Google Sheets team drive
- Create multiple rows in Google Sheets for every new record in Salesforce
- Update multiple spreadsheet rows in Google Sheets when fields on records are updated in Salesforce
- Create multiple rows in Google Sheets for every updated record in Salesforce
- Update Salesforce records when new rows are added to Google Sheets team drive
- Update Salesforce records each time Google Sheets adds new rows
- Create Salesforce records from new or updated Google Sheets rows on team drive
- Create Salesforce records from new or updated rows in Google Sheets
- Update Google Sheets rows with new outbound Salesforce messages
- Create spreadsheet rows in Google Sheets for new leads in Salesforce
- Update Google Sheets rows when Salesforce records are updated
- Create spreadsheet rows in Google Sheets for new Salesforce contacts
- Update Google Sheets rows with new Salesforce leads seamlessly
- Create multiple rows in Google Sheets for new Salesforce field history tracking events
Related Zap Templates
- Add leads to Salesforce from new rows on Google Sheets
- Create rows on Google Sheets spreadsheets for new Salesforce opportunities
- Generate Salesforce leads from new Google Sheets rows
- Update Salesforce opportunities and Google Sheets rows from new Typeform responses
- Create Salesforce leads with new Google Sheets rows in Team Drive
- Create Google Sheets rows from new Salesforce leads
- Create Salesforce leads for new Google Sheets rows
- Create Salesforce Leads from New Google Sheets Rows (Team Drive)
- Update Salesforce records from new or updated Google Sheets spreadsheet rows on team drive
- Update Google Sheets rows when Salesforce records have updated fields
- Create multiple Google Sheets rows from new Salesforce outbound messages
- Update Google Sheets rows when Salesforce records have updated fields
- Update Salesforce records whenever new or updated rows are detected in team drive on Google Sheets
- Update multiple spreadsheet rows in Google Sheets when fields on records are updated in Salesforce
- Update Salesforce records each time Google Sheets adds new rows
- Update Google Sheets rows with new outbound Salesforce messages
- Create spreadsheet rows in Google Sheets for new Salesforce contacts
- Create custom Salesforce objects from new rows on Google Sheets
- Update Salesforce records when new or updated Google Sheets rows are detected
- Use data from Google Sheets to create Salesforce leads
- Create Salesforce records for new rows in a Google Sheet
- Add Salesforce custom objects from new Google Sheets rows in Team Drive
- Add custom objects to Salesforce Essentials with new Google Sheets rows
- Update Salesforce Records with New or Updated Google Sheets Rows
- Create Salesforce leads from new or updated Google Sheets team drive rows
- Update Salesforce leads from new or updated Google Sheets rows
- Add rows to Google Sheets for updated Salesforce records
- Create Salesforce records from new Google Sheets rows
- Update Salesforce opportunities and Google Sheets rows from new formless responses
- Update Salesforce leads whenever new rows are added to Google Sheets team drive
- Create multiple rows in Google Sheets for every updated record in Salesforce
- Create Salesforce records from new or updated Google Sheets rows on team drive
- Create spreadsheet rows in Google Sheets for new leads in Salesforce
- Update Google Sheets rows with new Salesforce leads seamlessly
- Update Salesforce custom objects from new Google Sheets rows
- Create Google Sheets spreadsheet rows from new Salesforce custom objects
- Create Google Sheets spreadsheet rows from updated Salesforce fields
- Create Google Sheets spreadsheets from new Salesforce cases
- Add rows in Google Sheets from new outbound Salesforce messages
- Enrich business data in new Google Sheets rows using Firmographic Append in Versium REACH and create Salesforce contacts
- Create Salesforce leads from new Google Sheets rows.
- Create Salesforce contacts from new or updated Google Sheets rows
- Update Salesforce leads when new rows are added in Google Sheets
- Create Salesforce contacts from new Google Sheets spreadsheet rows on team drive
- Update Google Sheets rows with new Salesforce records
- Update contacts in Salesforce with new or updated rows in Google Sheets
- Create multiple rows in Google Sheets for every new record in Salesforce
- Update Salesforce records when new rows are added to Google Sheets team drive
- Create Salesforce records from new or updated rows in Google Sheets
- Update Google Sheets rows when Salesforce records are updated
- Create multiple rows in Google Sheets for new Salesforce field history tracking events