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
Form Submitted to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group
Salesforce Field Changed to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status
Form Submitted to New Google Sheet Spreadsheet Row to Add Salesforce Task
Form Submitted to Assign Salesforce Lead to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Mail Lob Postcard to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row
Delighted NPS Response to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group
Add Intercom Tag to Assign Salesforce Lead to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Add Salesforce Task to New Google Sheet Spreadsheet Row
Delighted NPS Response to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status
Add Intercom Tag to New Google Sheet Spreadsheet Row
Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Unsubscribe from Mailchimp Audience to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row
Form Submitted to New Google Sheet Spreadsheet Row
Delighted NPS Response to Add Salesforce Task
Showing 20 of 280 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.
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