Connect Google Sheets to Salesforce
Automate workflows between Google Sheets and Salesforce. No coding required.
The most-used recipe
Google Sheets
Productivity
DeskFerry agent
Create contact when new item created
Runs on its own
Salesforce
CRM
Popular workflows
What you can automate between Google Sheets and Salesforce
These are the most popular automations teams set up between Google Sheets and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new item created
Add a new contact to your CRM automatically when a new task, page, or item is created.
Create item when new contact created
Add a new task, page, or item automatically when a new contact is added to your crm.
Sync Google Sheets changes to Salesforce
Keep Salesforce updated when a task or item is marked complete.
How data flows
What syncs between Google Sheets and Salesforce
Deal updates and contact changes in Google Sheets create or update items in Salesforce. Keep your project management aligned with your pipeline.
Data from Google Sheets
- Tasks
- Pages / documents
- Database items
- Status updates
- Assignees
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Step-by-step guide
How to connect Google Sheets to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Google Sheets account
- An active Salesforce account with API access enabled
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate Google Sheets
Click "Add Connection" and select Google Sheets from the app directory. You'll be redirected to Google Sheets's authorization page. Grant DeskFerry access to your workspaces, databases, pages, and tasks. You select which workspaces the integration can read and write to.
- Step 03
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new item created in google sheets or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between Google Sheets and Salesforce so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between Google Sheets and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect Google Sheets and Salesforce?
Manually moving data between Google Sheets and Salesforce is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.
Tips
Tips for your Google Sheets + Salesforce integration
Get more out of this integration with these best practices.
Use cases
Who uses the Google Sheets + Salesforce integration?
Teams across industries connect Google Sheets and Salesforce to streamline their workflows.
Project managers tracking deliverables who rely on Salesforce for crm
Sales teams who need real-time data from Google Sheets
Project management offices and sales teams collaborating across tools
FAQ
Frequently asked questions
How do I connect Google Sheets to Salesforce?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Google Sheets and Salesforce via OAuth. Choose a workflow template — like syncing productivity events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Google Sheets and Salesforce?
You can automate a wide range of workflows: sync new Google Sheets events to Salesforce actions, trigger Salesforce updates when Google Sheets data changes, create Salesforce records from Google Sheets events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Google Sheets and Salesforce integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your Google Sheets-to-Salesforce workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my Google Sheets data secure when connected to Salesforce?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Google Sheets or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your productivity data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between Google Sheets and Salesforce?
Yes. You can set up workflows that trigger from either Google Sheets or Salesforce. For example, create a workflow where Google Sheets events update Salesforce, and a separate one where Salesforce changes sync back to Google Sheets. Each direction is configured independently so you have full control.
Do I need technical skills to connect Google Sheets and Salesforce?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Google Sheets and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate Google Sheets + Salesforce
7-day free trial. Works with the tools you already use.