Google Sheets + Salesforce Essentials
Create Salesforce Essentials leads from new Google Sheets rows
If you use a spreadsheet to manage your lead details, this integration is for you. It automatically adds a new lead to your Salesforce Essentials account as soon as a new row is created in specified spreadsheet in Google Sheets. Grow your outreach while you stay organized, no added clicks or keystrokes needed!
If you use a spreadsheet to manage your lead details, this integration is for you. It automatically adds a new lead to your Salesforce Essentials account as soon as a new row is created in specified spreadsheet in Google Sheets. Grow your outreach while you stay organized, no added clicks or keystrokes needed!
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of 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?
