Usherpa + Google Sheets + Salesforce Integrations
How to connect Usherpa + Google Sheets + Salesforce
Zapier lets you send info between Usherpa and Google Sheets and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Usherpa + Google Sheets + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Usherpa, Google Sheets, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Contact Type
Marketing Package
First NameRequired
Middle Name
Last NameRequired
Nick Name
Display Name
Salutation
Email
Address
City
State
Postal Code
Home Phone
Mobile Phone
Work Phone
Employer
Birthday
Title
Group Name
Referral Source
Website
Fico Score
Favorite Things
Own Current Residence
Contact Preference
Language
License Number
Additional Contact First Name
Additional Contact Middle Name
Additional Contact Last Name
Additional Contact Salutation
Additional Contact Nick Name
Additional Contact Email
Additional Contact Address
Additional Contact City
Additional Contact State
Additional Contact Postal Code
Additional Contact Home Phone
Additional Contact Work Phone
Additional Contact Mobile Phone
Additional Contact Employer
Additional Contact Title
Additional Contact Birthday
Additional Contact Website
Additional Contact Fico Score
Additional Contact Favorite Things
Additional Contact Own Current Residence
Additional Contact Contact Preference
Additional Contact Language
Additional Contact Licnese Number
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
Loan IdentifierRequired
Loan Officer EmailRequired
Borrower First Name
Borrower Middle Name
Borrower Last NameRequired
Borrower Salutation
Borrower Nick Name
Borrower Mobile Phone
Borrower Work Phone
Borrower Home Phone
Borrower Email
Borrower Best Way To Contact
Borrower Mailing Address
Borrower Mailing City
Borrower Mailing State
Borrower Mailing Postal Code
Borrower Company Name
Borrower Fico Score
Borrower Job Title
Borrower Birthday
Co-Borrower First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Salutation
Co-Borrower Nick Name
Co-Borrower Mobile Phone
Co-Borrower Home Phone
Co-Borrower Work Phone
Co-Borrower Email
Co-Borrower Best Way To Contact
Co-Borrower Fico Score
Co-Borrower Birth Day
Display Name
Group Name
Loan Notes
Language
Own Primary Residence
Referrer Name
Actual Close Date
Application Date
Appraisal Ordered Date
Appraisal Received Date
Approval Date
Cancellation Date
CD Sent Date
CD Receipt Date
Cleared to Close Date
Construction Close Date
Credit Pulled Date
Decision Date
Denied Date
Docs To Escrow Title Date
Estimated Close Date
First Payment Due Date
Lock Date
Lock Expiration Date
Loan In Process Date
Loan Modified Date
Servicing Next Payment Due Date
Signed Date
Sold Date
Submitted To Underwriting Date
Appraised Value
Association Dues
CLTV
Documentation Type
Hazard Insurance
Is In Flood Zone
Lien Position
Loan Status
Loan ARM Index
Loan ARM Margin
Loan Interest Rate
Loan Amount
Loan Number
Loan Product
Loan Type
Loan LTV
Loan Monthly Payment
Loan Purpose
Loan Term
Occupancy
PMI
Property Taxes
Purchase Price
Total Down Payment
Total Loan Amount
Total Monthly Payment
Secondary Loan ARM Margin
Secondary Loan ARM Index
Secondary Loan Interest Rate
Secondary Loan Amount
Secondary Loan Number
Secondary Loan Product
Secondary Loan Type
Secondary Loan LTV
Secondary Loan Monthly Payment
Property Street Address
Property City
Property County
Property State
Property Postal Code
Escrow Company Name
Escrow Street Address
Escrow City
Escrow State
Escrow Postal Code
Escrow Phone Number
Escrow Fax Number
Escrow No.
Title Attn
Buyer Agent Name
Buyer Agent Company
Buyer Agent Title
Buyer Agent License No.
Buyer Agent Email
Buyer Agent Mobile Phone Number
Buyer Agent Work Phone Number
Buyer Agent Fax Number
Buyer Agent Street Address
Buyer Agent City
Buyer Agent State
Buyer Agent Postal Code
Listing Agent Name
Listing Agent Company
Listing Agent Title
Listing Agent License No.
Listing Agent Email
Listing Agent Mobile Phone Number
Listing Agent Work Phone Number
Listing Agent Fax Number
Listing Agent Street Address
Listing Agent City
Listing Agent State
Listing Agent Postal Code
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItDrive
SpreadsheetRequired
Try It
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How Usherpa + Google Sheets + Salesforce Integrations Work
- Step 1: Authenticate Usherpa, Google Sheets, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Usherpa
Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.