Salesforce + Google Sheets Integration

Use Autopilot to automate and integrate Salesforce and Google Sheets.

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Marketing Automation ideas to integrate Salesforce and Google Sheets

New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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New Google Sheet Spreadsheet Row to Send Twilio SMS

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New Google Sheet Spreadsheet Row to Send Twilio SMS to Update Salesforce Field

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New Google Sheet Spreadsheet Row to Update Salesforce Field to Update Field

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New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

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New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Update Field

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New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

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New Google Sheet Spreadsheet Row to Add Salesforce Task

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New Google Sheet Spreadsheet Row to Add Trello Card

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New Google Sheet Spreadsheet Row to Add Salesforce Task

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New Google Sheet Spreadsheet Row to Send Segment Event

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New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

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New Google Sheet Spreadsheet Row to Send Segment Event to Assign Salesforce Lead to Group

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New Google Sheet Spreadsheet Row to Schedule Pipedrive Activity to Add Salesforce Task

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New Google Sheet Spreadsheet Row to Send Segment Event to Update Salesforce Field

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New Google Sheet Spreadsheet Row to Check Delighted NPS Response to Add Salesforce Task

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New Google Sheet Spreadsheet Row to Create Salesforce Opportunity to Update Field

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Salesforce Campaign Trigger to AB Split

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Showing 20 of 490 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's value meets your criteria (e.g. contains a particular word).
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.

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.

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.