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.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
