What does this Salesforce automation do?
Each new spreadsheet lead creates a Salesforce record without a manual import.
What can you do with it?
- Create CRM records as rows arrive
- Skip batch CSV imports
- Keep lead capture moving throughout the day
The Steps
This automation runs in 2 steps:
- When Google Sheets — New Row
- Then Salesforce — Create Record
Who is this automation for?
Built for sales operations teams collecting leads in spreadsheets. Each new spreadsheet lead creates a Salesforce record without a manual import.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Row" from Google Sheets.
- Add the action "Create Record" from Salesforce.
- Connect your Salesforce account when prompted, then enable the toggle in the top-right corner.
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