Google Sheets and Salesforce are widely recognized for their ability to streamline workflow processes and enhance productivity. By integrating these two platforms through Bardeen, users can unlock a world of automation opportunities, saving time and enhancing efficiency. Google Sheets, as a versatile spreadsheet tool, is ideal for data organization, analysis, and collaboration. In contrast, Salesforce, a leading CRM platform, offers robust customer relation management capabilities, helping businesses manage leads, opportunities, and customer interactions effectively. Combining these two platforms can result in a powerful synergy, allowing users to automate data transfer, synchronize customer data, generate reports, and more. For instance, you can use this playbook to automatically copy all Salesforce opportunities to Google Sheets, saving significant time and manual effort.

Furthermore, Bardeen's smart automation capabilities can help users leverage this integration to its fullest potential. Whether it's automatically updating Salesforce records based on Google Sheets data or generating Google Sheets reports based on Salesforce data, Bardeen makes it easier than ever. This integration not only improves data accuracy and accessibility but also facilitates better decision-making and strategic planning. Ultimately, the Google Sheets and Salesforce integration through Bardeen offers a powerful solution for businesses looking to optimize their workflow, improve data management, and enhance productivity.

Try popular Google Sheets + Salesforce automations

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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Google Sheets
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Copy
all Salesforce Contacts to Google Sheets
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Save
the currently opened Fiverr search page results to Google Sheets
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Save
product data from the currently opened Capterra product page to Google Sheets
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Save
a list of Capterra products to Google Sheets
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Enrich
company information from a list of domains in Google Sheets
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Generate
tasks in Google Sheets after Zoom meeting
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Enrich
company information from domain to Google Sheets
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Export
Google Business information and reviews to Google Sheets
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Qualify
LinkedIn commenters and save contacts to Salesforce
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Qualify
and export contact to Google Sheets when email is received in Gmail
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Enrich
and export contacts from labeled emails in Gmail to Google Sheets
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Enrich
and export a contact from the currently opened email in Gmail to Google Sheets
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Export
company details to Google Sheets from a company’s website
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Create
a new account profile in Salesforce from a company’s website
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Export
phone number from the current LinkedIn profile to Google Sheets
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Export
text from an image or PDF file in Google Drive to Google Sheets
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Export
text from an image or PDF file in Dropbox to Google Sheets
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Extract
phone numbers from a list of LinkedIn profiles in Google Sheets
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Save
Instagram profile data and posts from a list of Instagram followers to Google Sheets
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Save
comments from LinkedIn livestream to Google Sheets
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Get
Instagram profile data and posts from a list of profile links in Google Sheets
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Save
the currently opened Sales Navigator people search results to Google Sheets
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Enrich
LinkedIn commenters and save to Google Sheets using Apollo.io
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Enrich
company domains in a Google Sheet with LinkedIn profiles
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Create
one-liners for a list of websites in Google Sheets using OpenAI

How to integrate Google Sheets + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Google Sheets
Salesforce
Google Sheets

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Integration tips for Google Sheets + Salesforce

Loved by over 300k users

With help from the Solutions Engineering team, I was able to leverage Bardeen to generate 25,000+ prospective leads in a couple hours - something that normally takes me weeks. We can expect this list to result in 1k+ trials, $100k+ of revenue, and hundreds of recurring paid subscribers. These custom playbooks will save me 5 hours per week, and now I can focus on more productive tasks like building campaigns, engaging in sales calls, and maintaining relationships.
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
”With Bardeen I save 4 hours a day copy-pasting 200+ job listings, searching for decision makers to close sales, and sharing these job opportunities with our students.”

Available actions & triggers

Clear Google Sheet
Action
When new row is appended or changed
Action
When row is added to Google Sheet
Trigger
Create Salesforce lead
Action
Create Salesforce contact
Action
Find Google Sheets
Action
Add text to Google Sheet
Action
Add data to sheet
Action
Update or add rows in/to sheet
Action
Get table from Google Sheet
Action
Get Salesforce lead
Action
When row is added to or changed in Google Sheet
Trigger
Get Salesforce contact
Action
Create Salesforce account
Action
Get Salesforce account
Action

Learn more about the apps

Integrate any app with Google Sheets + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I create custom automation workflows with Google Sheets and Salesforce?
What happens if I exceed my plan’s credit limit while using this integration?
Can I share my automation workflows with my team?
How secure is the data I share between Google Sheets and Salesforce using Bardeen?
Can I automate data transfer between Google Sheets and Salesforce using Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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