1.Detects updated spreadsheet row
Integrate Google Sheets to detect updated spreadsheet rows and pull candidate, company, and appointment fields to prepare CRM selection data.
Create selection status record from updated sheet row
Automatically monitor updated spreadsheet rows across Google Sheets and Salesforce. Create and update selection status records when sheet rows update, dedupe keys change, or submissions are editedβso you can match accounts, link candidates and jobs, and prevent duplicate records without manual data entry.
How this automation creates selection status records
When updated spreadsheet rows get entered by hand, appointment context can be missed and selection stages can be wrong. This automation monitors Google Sheets updates, finds matching Salesforce records, and creates selection status entriesβso your team can keep CRM data accurate.
Google Sheetsor swap with your favorite app
2.Finds Account for external ID
Integrate Salesforce to find the right Account by external ID and fall back to company name to link CRM context.
Salesforceor swap with your favorite app
3.Finds Candidate and job record
Integrate Salesforce to find Candidate and job records using mapped candidate name and job reference fields to connect appointments.
4.Creates selection status record
Integrate Salesforce to create selection status records, map dates and notes, set picklist values, and prevent duplicates by submission key.
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