Integrate Google Sheets with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate Google Sheets with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Google Sheets
Setup an action from Salesforce
That’s it! You just connected Google Sheets to Salesforce
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Frequently Asked Questions about Google Sheets + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Salesforce
How do I start the integration between Google Sheets and Salesforce using Zapier?
To start integrating Google Sheets and Salesforce, you need to set up a Zap in our platform. This involves choosing a trigger event from Google Sheets (such as a new or updated row) and an action in Salesforce (like creating a record). Both accounts should be connected to Zapier during the setup.
What are common trigger events when integrating Google Sheets with Salesforce?
Common trigger events include a new row added, updated rows in Google Sheets, or specific column changes. These triggers prompt actions in Salesforce, like updating existing records or creating new leads.
What actions can be performed in Salesforce through the integration?
Within Salesforce, actions can include creating or updating records, finding records that match particular criteria, or even attaching files to specific records from the data captured in Google Sheets.
Can I synchronize data bi-directionally between Google Sheets and Salesforce?
Currently, our integration focuses on automating tasks based on events within one platform triggering actions in another. While real-time bi-directional synchronization isn't typically part of these setups directly through Zapier alone, setting up reciprocal Zaps for certain updates is possible.
How secure is my data during the integration process?
We prioritize security in all our integrations. Data transferred between Google Sheets and Salesforce via our platform is subject to strict security protocols including encryption at rest and secure HTTPS connections.
Are there any limitations on using custom fields from either platform during the integration?
You can use custom fields from both platforms while setting up your Zap. However, ensure that these fields are accessible via your respective accounts' APIs as inaccessible fields might cause issues during setup.
Do I need specific permissions set within Salesforce or Google Sheets for Zapier integration?
Yes, necessary permissions are needed for both platforms. In Salesforce, ensure API access permissions are enabled; for Google Sheets, sharing settings must allow Zapier access to view and edit spreadsheets involved in Zaps.
Connect Google Sheets and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Google Sheets and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
