In today’s busy world, each business person desires to save a lot of his or her time by automating various business operations for better data management and analysis. If you are a business owner and looking for a more robust solution to perform better customer analytics and manage customer interactions, then integrating Salesforce with Google sheets can help you achieve your business goals by keeping track of each activity.
In this blog, we’ll discuss the Salesforce with Google sheets integration benefits and the process of integrating both. Before moving onto the integration process, let’s take a look into the basics of Google Sheets and Salesforce and why you should choose Zapier for integrating Salesforce and Google sheets.
To connect your favorite applications like Google Sheet, Gmail, Linkedin, MailChimp, etc., to the other applications without coding, Zapier emerges as an effective web automation tool for seamless integration. It is an easy-to-use digital platform that helps in boosting your workflow through automation.
Introduction to Google Sheets – Google Sheet is a cloud-based service and allows you to access the saved sheets from anywhere over the internet. All the leading device’s OS has an integrated app for the Google Sheet, which provides a seamless experience. Google Sheet comes bundled with the Gmail account. You have to log in to your Gmail account and, from the Apps section, choose Google Sheet to use. Google Sheet allows you to download the plug-in, add-ons effectively, and custom code to analyze data in spreadsheets.
Introduction to Salesforce – Salesforce is the leading and most popular cloud platform provider and is available as Platform-as-a-Service over the cloud. It is mainly used to maintain and manage your customer interaction. You can leverage CRM applications for sales, marketing, service, community, and analytics provided by Salesforce to offer critical insights on customer data and history to understand their behaviors and patterns better. Salesforce allows you to create a dynamic dashboard that displays market trends, customer behavior, etc., to get real-time reports for your business.
Why Choose Zapier For Integrating Google Sheets With Salesforce?
Here are five reasons you should choose Zapier over any other business automation tool to integrate with Google Sheets with Salesforce.
- No manual work: You can easily add the details of your lead without logging into the salesforce org.
- Create records easily: One can create the records into the salesforce org by just writing them into the Google Sheet.
- Automation of workflow: One of the significant advantages of Zapier is that it automates your tasks. It takes all the physically handled tasks and automates them in the background. With this feature, you can focus on your other important works.
- Tracks workflow easily: Zapier records the previous along with the current activities of your business. It will even provide you with a detailed report about a teammate’s tasks.
Now, let’s take a deep dive into the integration process of Google Sheets with Salesforce using Zapier.
Step 1: First, you need to create an Account on Zapier if you don’t have one.
For New Users, when you first Log into Zapier, you will witness an interface like this.
Type the name of the App you would like to make a Zap in Connect this app… field.
- Select Google Sheets
Then type the name of the App you wish to connect in with this one! field.
- Select Salesforce
Select the Trigger for your Zap. A trigger is used for when your Zap is going to work.
- Select New Spreadsheet Row
- Select the Action you would like to perform whenever the trigger happens.2. Select Create Record
Click on Make a Zap! to jump to the Template Zap editor.
Steps For Setting Up The Trigger
Step 1: Click on Choose App & Event and choose the app you want to connect with the event you want to perform.
- Choose Google Sheets in-app
- Choose New Spreadsheet Row in the trigger event
Step 2: Choose the Account. Click the Sign-in button to link your account in the app to Zapier for the first time; else, Select from the dropdown menu of apps, If you’ve previously connected the app to Zapier.
- Sign-in to your Google Sheets Account
Step 3: Set up a Trigger
- Select your Google Spreadsheet
- Select the Worksheet (Sheet number)
Step 4: Click on Test Trigger to check if it is working or not, then click on Continue.
Steps For Setting Up The Action
This is where you tell your Zap precisely what you would like it to do.
Step 1: Click on Choose App & Event and choose which app you want the action to be performed with the Action event you want to perform.
- Choose Salesforce in-app
- Choose Create Record in action event
Step 2: Choose the Account. Click the Sign-in button to link your account in the app to Zapier for the first time. If you have previously connected the app to Zapier, you can select from the dropdown menu of apps.
- Sign-in to your Salesforce Account
Step 3: Choose the Salesforce object and then Map the fields (required* + your choice) in the Set up Action.
- Choose Lead for Salesforce object
- Map fields of your need (Required* fields are mandatory)
Step 4: Click on Test Action to test if your action is working or not and Click on Create and Continue to create the Zap.
Step 5: Here is the last step. Name your Zap and activate your zap by clicking on Turn on Zap.
Test your Zap: Add a New Detail to the row of your Google Spreadsheet, and it will be created as a New Lead in salesforce.
Undoubtedly, automation can reduce the number of tasks both for employees and employers thereby providing you flexibility and adding genuine value to your organization. If you are a freelancer, a startup owner, or a manager, it is quite evident that you would use different types of web applications for smooth integration of CRM systems with third party tools. Therefore, rather than seeking out a traditional business tool, one can invest in Zapier that plays a vital role in automating the workflows. With the help of Zapier, you can connect multiple apps, which ultimately saves you valuable time and effort.
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