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SF Closed Won > Gsheet

“When an Opportunity is Closed Won, find the account record in Salesforce, find the line-item record(s) in Salesforce, add product details to google sheet. ”

Sydney Levisoncreated by Sydney Levison

This Zap uses a private app.

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How Zapier works (57 sec)
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This Zap works in 10 steps …

  • Step 1 - Trigger

    Anytime an updated field on record is created in Your App

  • Step 2 - Action

    Find record in Your App

  • Step 3 - Action

    Find record(s) in Your App

  • Step 4 - Action

    Create loop from line items in Looping by Zapier

  • Step 5 - Action

    Append entry and schedule digest in Your App

  • Step 6 - Action

    Filter my data in Filter by Zapier

  • Step 7 - Action

    Delay my Zap in Delay by Zapier

  • Step 8 - Action

    Release existing digest in Your App

  • Step 9 - Action

    Format my data in Formatter by Zapier

  • Step 10 - Action

    Create spreadsheet row in Your App

    • 5 minutes to set up
    • Get back 1.2 hrs /week
    • 8 people use this zap

    This Zap uses the following 7 apps

    • Salesforce logo
    • Looping by Zapier logo

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