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Google Sheets

Create leads on Salesforce from new Google Sheets rows

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Description

So you have a Google spreadsheet for all your incoming leads before you move them to your Salesforce account. But if you have leads flowing in, you can't afford to spend time pushing them to Salesforce manually. Let this Google Sheets to Salesforce integration template sync those leads automatically for you, while you use that time to chase down your leads.

So, for every new row in your Google spreadsheet, a new lead will be created in your Salesforce. You can also map data fields like Name, Email ID, Source, etc. from your Google spreadsheet to your Salesforce account.

No more manual periodic imports. Just set up this integration, and you’re good to go.

How it works?

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

  • Step 2: It creates a new lead in Salesforce with all the details from the added rows.

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.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

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