In the realm of data management, the process of transferring Salesforce account information to a Google Sheets spreadsheet can be quite a puzzle. Dealing with disparities and the tedious task of manual data entry can be a real challenge.

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This automation effortlessly blends your Salesforce account data with a Google Sheets framework, ensuring consistency and eliminating the need for time-consuming data input.

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Consider the meticulous efforts your sales team puts into maintaining accurate Salesforce accounts. With this automation, seamless integration of this critical data into your Google Sheets domain will be a breeze. Whether you're analyzing sales patterns or delving into customer behaviors, it provides a dependable dataset for making informed decisions.

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Elevate your data management and analytical precision to a new level. Bid farewell to the complexities of data transfers and usher in a streamlined Salesforce-Google Sheets integration that enhances your operational efficiency.

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Let’s set it up!

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Step 1: Pin the playbook and integrate Google Sheets

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets.

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Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify a Google Sheets spreadsheet. You can choose an existing spreadsheet or create a new one. 

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Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook. 

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Step 2: Run the playbook and copy all Salesforce accounts to Google Sheets

To copy all of your Salesforce accounts to your Google Sheets spreadsheet, Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook. It will get all of the contact information from Salesforce, and save information like name, annual revenue, website, phone, links, descriptions, and more. It will then save the information to the Google Sheets spreadsheet that you specified in Step #1.

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You can also edit the playbook and add your next action to further customize the automation.

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Find more Salesforce and Google Sheets integrations.

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You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.

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