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.

Uses

All

Category

Project Management

Connector type

Universal Connector

Triggers

None

Operations

None

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

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 UpdateShow all

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 recordShow all

See documentation >
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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. 

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