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Google Sheets + Salesforce + Crossbeam

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.

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    When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
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    automatically do this...
    CrossbeamCrossbeam
    Record Search by ID

    Search your Crossbeam records for a specific Record ID

    ActionSearch
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    short arrow
    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.

    ActionWrite

Supported triggers and actions

What does this mean?
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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.
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  • Google
  • Spreadsheets

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About Salesforce

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

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

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