Integrate Google Sheets and Salesforce

Google Sheets and Salesforce Integration

Keep your team informed and collaborate better. Connect Google Sheets and Salesforce. Run workflows.


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Integration Description

Want Salesforce to work with Google Sheets? You’d know how tedious it is to push them manually to your CRM - Salesforce. With Automate.io, you can integrate Salesforce with Google Sheets and automatically push all the new leads to Salesforce for every new row in a spreadsheet.

You can do a lot with this Salesforce and Google Sheets integration. It helps you with lead sync, creation of custom objects from new rows, and much more. You can also backup all your opportunity and leads’ data onto a Google Sheet without any manual efforts. Just connect your Salesforce and Google Sheets accounts, and let our Bots do the work for you.


How It Works

Follow these simple steps to integrate Google Sheets and Salesforce in 30 sec.

  1. Login / Signup for Automate.io to get started using this Integration
  2. Authenticate your Google Sheets and Salesforce within Automate.io
  3. Create a Bot using Google Sheets and Salesforce Apps.
  4. Setup the Trigger & Action events with data mapping you wish in the Bot
  5. Enable it and do a test run
  6. You’re all set to see crazy automation working on your Google Sheets and Salesforce accounts

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Create your custom integration by selecting the Trigger event and Action to be performed.


Run Workflows

Connect Google Sheets and Salesforce with your other apps and run workflows across them.
Trigger workflows automatically when things happen in any of the apps.


Paypal Quickbooks Stripe Xero

Payments

Google Sheets Workflow
Salesforce Workflow
Active Campaign Aweber InfusionSoft Mailchimp

Marketing


Zero coding. No change in existing apps.

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About 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.

About Salesforce

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

Automate Work. Have Fun.



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