Salesforce + Google Sheets Integration

Use Autopilot to automate and integrate Salesforce and Google Sheets.

Upcoming

Marketing Automation ideas to integrate Salesforce and Google Sheets

Add Intercom Tag to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

Try this free

Intercom Tag to Create Salesforce Opportunity

Try this free

Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row

Try this free

Add Intercom Tag to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to New Google Sheet Spreadsheet Row

Try this free

Salesforce Field Changed to New Google Sheet Spreadsheet Row

Try this free

Salesforce Campaign Trigger to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

Try this free

Salesforce Field Changed to New Google Sheet Spreadsheet Row

Try this free

Salesforce Field Changed to New Google Sheet Spreadsheet Row

Try this free

Person Field Match to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

Try this free

Add Intercom Tag to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

Try this free

Salesforce Field Changed to New Google Sheet Spreadsheet Row

Try this free

Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row

Try this free

Salesforce Campaign Trigger to Check Salesforce Field to New Google Sheet Spreadsheet Row

Try this free

Intercom Tag to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

Try this free

Person Field Match to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

Try this free

Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

Try this free

Salesforce Campaign Trigger to Has Submitted Form to New Google Sheet Spreadsheet Row

Try this free

Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row

Try this free

Smart Segment Trigger to New Google Sheet Spreadsheet Row

Try this free

Showing 20 of 452 Marketing Automation ideas using Autopilot's Salesforce and Google Sheets integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Google Sheets

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Google Sheets.