Google Sheets + Salesforce

Update Google Sheets rows with new Salesforce leads seamlessly

Easily stay on top of your new leads with this smart workflow. Whenever a new lead is added to Salesforce, it automatically refreshes your Google Sheets with the latest information. This serves as a seamless bridge between your CRM and spreadsheet, ensuring your data stays accurate and up-to-date. Use this workflow solution to efficiently streamline your lead handling process and save valuable time.

Easily stay on top of your new leads with this smart workflow. Whenever a new lead is added to Salesforce, it automatically refreshes your Google Sheets with the latest information. This serves as a seamless bridge between your CRM and spreadsheet, ensuring your data stays accurate and up-to-date. Use this workflow solution to efficiently streamline your lead handling process and save valuable time.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row(s)

    Update one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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

Related categories

  • Google
  • Spreadsheets

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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