An automated workflow using zapier
Connects Salesforce + Google Sheets
Create Google Sheets spreadsheets from new Salesforce cases
About this workflow template
This automation scenario allows you to connect Salesforce and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Salesforce
New Record in Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Then this action happens in Google Sheets
Create Spreadsheet in Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Google Sheets spreadsheets from new Salesforce cases.
Part I
Configure Applications
First, we need to connect Salesforce and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Salesforce
Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet (Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Google Sheets spreadsheets from new Salesforce cases!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
triggerbyzapierautomateio
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
