Google Sheets and Salesforce automations

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

156 scenarios

Ad leads collected as spreadsheet rows
A spreadsheet row becomes a task
Every Salesforce task becomes a row in Google Sheets
Rows in Google Sheets become tasks in Salesforce
Records from Google Sheets become tasks in Salesforce
New Salesforce deals land as rows in Google Sheets
Salesforce deals hitting a stage land in Google Sheets on their own
New rows in Google Sheets — tasks in Salesforce
New Google Sheets rows — contacts in Salesforce
Rows from Google Sheets update contacts in Salesforce
CRM submissions logged as spreadsheet rows
Tasks logged as spreadsheet rows
Contacts logged into a spreadsheet
New Google Sheets — copied into Salesforce
Daily Salesforce forecast logged into Google Sheets
Ad leads — straight into your CRM and your sheet
Data shaped to the table format — prepared automatically before writing
Clean duplicates from a list — automatically
A form request into a tracker issue
Invoice data from email — straight into a sheet
Customer emails become support tickets with a spreadsheet log
A TikTok video shortlist curated for your audience
Bug reports from support — collected into one table
LinkedIn jobs into a sheet — no duplicates
CRM deals into a sheet — a pipeline snapshot
Dead feature flags, found for you
A FAQ built from your chat's questions — automatically
Which channel brings deals — a per-source breakdown in Telegram
Unpaid-invoice control: task and email — on their own
A list of companies from a sheet into your CRM, no duplicates
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
Fresh jobs by your keywords — emailed every day
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
From a channel video to a ready social post
Enriching leads with contacts — drop a sheet, get a filled CRM
Tasks go to the person who knows the subject, not the one who replied first
Candidate shortlisting, emails and screening tasks
A proposal and payment link right after the meeting
Track construction progress from site photos
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
Onboarding a hire from a form: chats, a task and access
Support emails become tickets with a priority attached
Meeting notes — into tasks, participant emails and a summary
Contractor payouts calculated from closed tasks
New-lead handling: CRM entry, team alert and reminder
Product-review analysis — sentiment and takeaways
Content built from your audience's real pains
Contacts tagged by role and seniority — automatically
An idea from your notes into a ready plan to approve
Reviews from maps and review sites in one sheet, with a summary email
Map reviews: a drafted reply to each, and an alert on the bad ones
Instant reply to a property inquiry with matched listings
Tickets prioritized by importance, tasks created for you
LinkedIn leads and cold-email drafts
Feedback sorted by sentiment — and every complaint becomes a ticket
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Data-load failure monitoring with tasks and alerts
Team-capacity tracking with over-allocation alerts
Sales cycle analysis and recommendations — automatic
Analysis of competitors' visual content on social media
Compare each proposal against your winners and find the gaps
Sync companies into your CRM without duplicates
Topic legislation tracker with tasks
High-value lead alerts — to chat, sheet and calendar
Polite candidate rejections sent by email, with the task closed
Instant email reply to leads from ads
A lead replies — the CRM card updates and a task lands on a rep
Today's top 10 hot leads — with tasks
New-issue triage: task, notification, reply to the author, and a logged row
A creator database built from keywords, filtered by the numbers
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
Collect client reviews and summarize them to chat automatically
Release notes from closed tasks — into oneC and Telegram on their own
A daily numbers summary — to chat and email
Jira epic health tracking with risk alerts
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
The recording, emailed to everyone who missed the meeting
Onboarding task quality checks, automatic and scored
Find who's hiring — a clean lead list every day
Reports from diagnosis emails — as PDF, straight to the recipients
Satisfaction surveys after tickets close — automatic
A content plan that moves on its own
Personal post-webinar follow-ups, written from the recording itself
Alerts for customers losing interest: to the rep, into a task, and by email
Meeting prep that arrives on its own — contact, deals, company and talking points
Shipping quotes delivered right in the customer chat
Deal close-date forecasting from your own history, auto-updated in the CRM
A voice AI receptionist for a business — built on its own
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
All support tickets in one live spreadsheet
Automated market reports for your clients