Google Sheets and Salesforce integration + automation

Google Sheets and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Google Sheets and Salesforce connectors, which can connect to any service without the need for separate integration tools.

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Google Sheets + Salesforce

Integrate Google Sheets + Salesforce

Streamline your CRM processes with quick and easy Google Sheets + Salesforce integrations on the low-code Tray Platform. Looking for Google Sheets + Salesforce connectors to take full control of your CRM and spreadsheet data? The Tray Platform empowers anyone to rapidly stand up powerful integrations, without relying on IT. 

Our platform lets you seamlessly flow data wherever you need to unsilo your tech stack and get the absolute most out of your CRM and spreadsheets. Bi-directionally sync Google Sheets + Salesforce and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. 

And no need to stop with integrations. You can also build dynamic, multi-step Salesforce + Google Sheets automation to save hours of manual work and maximize productivity. Craft and deploy robust automated workflows to surface game-changing insights, convert more leads, faster, and make your CRM processes hyper-efficient. 

Google Sheets
Google Sheets
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Uses

All

Category

Project Management

Triggers

None

Connector type

Universal Connector

Operations

None

Salesforce logo
Salesforce
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Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update
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Connector type

Tray Connector


See documentation

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create record
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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth

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