Google Sheets and Salesforce automations — CRM Sync

Ready-made scenarios where Google Sheets and Salesforce work for you (crm sync): pick one — a copy appears in your account and runs on its own.

33 scenarios

New spreadsheets in googleSheets — Finding leads in Salesforce
New Google Sheets rows — contacts in Salesforce
New records in Google Sheets — Updating leads in Salesforce
New contacts in Salesforce — Ranges in googleSheets
New records in Google Sheets — Deleting leads in Salesforce
New records in Google Sheets — Contacts in Salesforce
New records in Google Sheets — Leads in Salesforce
New records in Google Sheets — Updating deals in Salesforce
New records in Google Sheets — Deleting contacts in Salesforce
CRM submissions logged as spreadsheet rows
Updated leads in Salesforce — Spreadsheet columns in Google Sheets
Rows from Google Sheets update contacts in Salesforce
New records in Google Sheets — Finding deals in Salesforce
New records in Google Sheets — Finding contacts in Salesforce
New contacts in Salesforce — Spreadsheet columns in googleSheets
New contacts in Salesforce — Updating sheet properties in googleSheets
New records in Google Sheets — Leads in Salesforce
New records in Google Sheets — Leads in Salesforce
Contacts logged into a spreadsheet
New records in Google Sheets — Leads in Salesforce
New records in Google Sheets — Contacts in Salesforce
New leads in Salesforce — Updating sheet properties in googleSheets
Validate leads from Google Sheets and add them to Salesforce
Update Salesforce contacts from new googleSheets rows
Google Sheets answers — as contacts and companies in Salesforce
Form submissions into a sheet and support
Ad leads — straight into your CRM and your sheet
A list of companies from a sheet into your CRM, no duplicates
Sync companies into your CRM without duplicates
A lead replies — the CRM card updates and a task lands on a rep
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
An AI assistant over your CRM in any messenger