Google Sheets + Salesforce Essentials

Create Salesforce Essentials records from new or updated rows in Google Sheets

Efficiently update your Salesforce Essentials records with this streamlined workflow. Every time a new or updated row appears in your Google Sheets, a corresponding record is created in Salesforce Essentials. This automation removes the need for tedious, manual entry, ensuring your customer relationship management system is always up-to-date with the latest data.

Efficiently update your Salesforce Essentials records with this streamlined workflow. Every time a new or updated row appears in your Google Sheets, a corresponding record is created in Salesforce Essentials. This automation removes the need for tedious, manual entry, ensuring your customer relationship management system is always up-to-date with the latest data.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
google-sheets logo
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 more

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  • Google
  • Spreadsheets

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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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