Google Sheets to Salesforce integration
Your spreadsheet of leads and deals, in Salesforce
CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings contacts and opportunities into Salesforce, matched before anything is created. Edit a row and the change follows.
- Google sign in, or an Excel or CSV upload
- Salesforce stays the system of record
One way, into Salesforce
At a glance
Contacts and opportunitys from your sheet arrive in Salesforce and stay current.
What syncs
- ContactsOne way
- OpportunitiesOne way
How it runs
One way, into Salesforce
Google Sheets sends and Salesforce receives, for every record type. A change made in Salesforce stays there and is never sent back into Google Sheets.
Options for Google Sheets and Salesforce
- Only records from a date you pick
- Only records above an amount you pick
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into Salesforce
Which Google Sheets field matches which Salesforce field, and what each change does.
One way, from Google Sheets into Salesforce
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyWhen createdAccount
- EmailOn every changeEmail
- PhoneOn every changeBusiness phone
- Street, second line, city, state, postcode, countryOn every changeAddress lines 1 and 2, city, state, postal code, country
- TagsOnly in Google SheetsNot in Salesforce
It happens in Google Sheets, then in Salesforce
A new row
- Looked for in Salesforce on the exact email, then on the phone for a contact without another email, and updated when found.
- Otherwise a new contact is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the Salesforce contact on the next sync, where Salesforce takes it.
A row is deleted
The contact stays in Salesforce: a sync never deletes.
FAQ
Questions about Google Sheets and Salesforce?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and Salesforce
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Google Sheets and Salesforce?Start your 7 day free trial
Sign in to Google Sheets and Salesforce, confirm what flows into Salesforce, and watch the first sync run.