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Google Sheets + Salesforce: spreadsheet-driven CRM ops.

Sync Salesforce records into Sheets for finance reporting, or push Sheet rows into Salesforce as new Leads/Contacts. Removes manual data entry busywork.

Connect Google Sheets and SalesforceSee reverse direction
Trigger app
Google Sheets as the trigger

Workflows fire when something happens in Google Sheets.

Action app
Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

Google Sheets → Salesforce

When something happens in Google Sheets, do it in Salesforce.

2 Google Sheets triggers wired to 13 Salesforce actions. Most-used pairing: New Row → Convert Lead.

Salesforce → Google Sheets

Or fire it the other way around.

0 Salesforce triggers wired to 9 Google Sheets actions downstream.

  • Use any trigger in the catalog as the upstream.
See Salesforce → Google Sheets →
Popular pairings

Common Google Sheets → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 8 of 26 combinations
When new row in Google Sheets, convert lead in Salesforce.

Fires when a new row is added to a Google Sheet (typically the first sheet tab). Common use: ingest form-fed rows into a CRM or notify on a new entry.

When new row in Google Sheets, create account in Salesforce.

Fires when a new row is added to a Google Sheet (typically the first sheet tab). Common use: ingest form-fed rows into a CRM or notify on a new entry.

When new row in Google Sheets, create contact in Salesforce.

Fires when a new row is added to a Google Sheet (typically the first sheet tab). Common use: ingest form-fed rows into a CRM or notify on a new entry.

When new row in Google Sheets, create note in Salesforce.

Fires when a new row is added to a Google Sheet (typically the first sheet tab). Common use: ingest form-fed rows into a CRM or notify on a new entry.

When row updated in Google Sheets, convert lead in Salesforce.

Fires when a row is updated in a Google Sheet. Useful for sync flows where the Sheet is a source-of-truth that drives downstream changes.

When row updated in Google Sheets, create account in Salesforce.

Fires when a row is updated in a Google Sheet. Useful for sync flows where the Sheet is a source-of-truth that drives downstream changes.

When row updated in Google Sheets, create contact in Salesforce.

Fires when a row is updated in a Google Sheet. Useful for sync flows where the Sheet is a source-of-truth that drives downstream changes.

When row updated in Google Sheets, create note in Salesforce.

Fires when a row is updated in a Google Sheet. Useful for sync flows where the Sheet is a source-of-truth that drives downstream changes.

How it works

Connect Google Sheets and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

  1. 1
    Connect
    Authorize Google Sheets and Salesforce

    Open Tiny Command, authorize Google Sheets and Salesforce once each. Both connections are available to every workflow on your account.

  2. 2
    Trigger
    Pick a Google Sheets trigger

    Drop the Google Sheets → New Row trigger onto the canvas. Tiny Command auto-registers the webhook.

    POST /v1/webhooks/google-sheets.trigger-row-added
  3. 3
    Transform
    Add a filter or AI step

    Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

  4. 4
    Action
    Add the Salesforce action

    Drop the Salesforce → Convert Lead action below it. Map fields from the Google Sheets payload into the Salesforce inputs.

    salesforce.convert-lead
  5. 5
    Publish
    Publish and forget

    Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Google Sheets + Salesforce.

How do I sync Salesforce Opportunities to a Sheet?
Scheduled: Salesforce Run Query (SOQL) for filtered opportunities → Sheets Update Values with row per record. Use Salesforce Id as upsert key. Useful for finance forecasting outside SFDC.
Can I push Sheet rows into Salesforce as Leads?
Yes. Sheets New Row → Salesforce Find or Create Lead by email. Use external_id custom field on Lead for idempotent upsert from the Sheet.
How do I avoid Salesforce API daily limits when syncing?
Use Bulk API or Composite API for batched updates. Filter Sheets rows to only those changed since last sync. Most teams stay well under SFDC's 15K-150K daily call limit.
Can I sync Salesforce custom objects to Sheets?
Yes. Custom object API names end in __c (Project__c). Use Run Query with FROM Project__c. Map the returned fields to Sheet columns.
How do I report on Salesforce pipeline in Sheets?
Sheets gives you pivots, charts, and Looker Studio. Mirror the opportunity records, build forecasting and pacing analysis in Sheets, share with finance/exec teams.
Can I bulk-update Salesforce custom fields from a Sheet?
Yes. Sheets row edit → Salesforce Update Record with the changed fields. Useful for ops teams that bulk-edit segment classifications or assignment fields outside SFDC UI.
Related

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Google Sheets + Stripe
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Spreadsheets & Databases

Wire Google Sheets to Salesforce in 2 minutes.

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