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Google Sheets

Create custom objects in Salesforce from new Google spreadsheet rows

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Description

Google Sheets is a handy tool to quickly store any important information. But sometimes, we need something more reliable to get our job done. For example, Salesforce’s custom objects let you store information specific to businesses. In such cases, you can copy that information from your Google spreadsheet to Salesforce.

But, instead of any manual import/export work that can slow down your sales process, just use this readymade Google Sheets to Salesforce integration template. With this integration activated, a new Salesforce custom object will be created for every new row in your Google spreadsheet. You can also map the data fields from the spreadsheet to the custom object.

Just connect your Salesforce and Google Sheets accounts in Automate.io, activate this integration, and you are done. Automate.io will save you from doing all the grunt work.

How it works?

  • Step 1: This Bot runs whenever a new row is added in specified Google Sheet.

  • Step 2: It creates a new Salesforce custom object with the data coming from the added row.

Apps you need

  • Google Sheets

    Google Sheets is a fully featured web spreadsheet application that is also available on major mobile platforms. Create, share and collaborate on spreadsheets on web and mobile.

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

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