Automate Salesforce to Google Sheets integration

Extract Opportunities, Accounts and Contacts, Leads, Tasks, and other Salesforce fields data to Google Sheets on your schedule, without any coding effort.

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Why connect Salesforce to Google Sheets

Gain full control over your data

Schedule export of selected Salesforce entities to have fresh business data at your fingertips. Collect essential information, process it, and keep it in any format that allows you to instantly monitor the most important rates and KPIs from any device or environment. Connect Salesforce insights with a wide range of tools to operate your data in various contexts. Find the most efficient and affordable way to combine, store, and represent your business data.

Simplify analytics and reporting

Unlock the ability to process and visualize your sales, service, and marketing data with your preferred tools set by connecting Salesforce and Google Sheets. Collect all data in one place and view historical changes, build trendlines, and forecasts. Benefit from conditional formatting, pivot tables, and other Google Sheets functionality that enables you to monitor and review business indicators without extra effort.

Enable cross-team collaboration

Import Salesforce data to Google Sheets to gather your business information and a general overview of your company performance. Combine and compare data across Salesforce products and connect it with external systems, such as ERP, financial, HR, and inventory management platforms. Create aggregated reports and work on them together with other teammates. Share your results with stakeholders without limitations.

What data to automatically export from Salesforce to Google Sheets

01. Opportunities

Fetch opportunities data, including the account ID, stage name, probability, expected revenue, opportunity type, lead source, and other important fields. Export opportunity history from Salesforce to Google Sheets to effortlessly track stage changes and build sales funnels. Analyze your business opportunities in a flexible way, compare planned and actual results, improve your forecasts, and find the lead sources that bring the most value.

02. Accounts and Contacts

Create, classify, backup, and share your customer base by pulling Salesforce accounts and/or contacts into Google Sheets. Quickly review the customer records to find the gaps and specify data that needs to be updated. Based on this information, create tasks on requesting missing details. Extract billing and shipping information to connect it with other software systems used across other departments.

03. Leads

Export information about your leads to process and manage it in the most efficient way. Connect it with other email marketing and automation tools. Perform demographic analysis to better understand your potential customers and find new opportunities. Fetch lead status changes to track conversions and make forecasts. Merge this data with other entities to have a full picture of your sales potential.

04. Tasks

Monitor your sales tasks, their results, and status to make sure that you interact with your prospects, leads, and customers in a timely manner. Export Salesforce to Google Sheets to track the efficiency of your sales representatives, predict their workload and results. See the correlation between sales activities and revenue by bringing all of the related data to a single live dashboard.

05. Other fields

Retrieve all available data automatically or with a single click of a button with the Salesforce - Google Sheets integration. Export cases, campaigns, orders and invoices, products, and other entities to make complex analysis, build pivot tables, advanced dashboards, and integrate any external tools.

How to link Salesforce to Google Sheets

Step 1. Select Salesforce as a data source and connect your account.
30 seconds
Step 2. Pick a data entity to extract from Salesforce.
10 seconds
Step 3. Specify filter criteria (optionally).
30 seconds
Step 4. Select Google Sheets as a destination app and connect your Google account
30 seconds
Step 5. Select a spreadsheet and a sheet in Google Sheets.
15 seconds
Step 6. Set a schedule for data refreshes (optionally), save, and run the importer.
20 seconds

Why use Coupler.io for the Salesforce - Google Sheets integration

Salesforce is a comprehensive and a highly customizable CRM suitable for different types of businesses. Get the most out of the data you gather in Salesforce by tracking, merging, extracting, and sharing valuable insights with stakeholders or partners without limitations. This is what Coupler.io can help you with — an affordable and flexible solution for exporting your Salesforce data.

Schedule the extraction of needed Salesforce data to Google Sheets and get the freedom of operating your business information in a way you prefer. With Coupler.io, you don’t need to perform any complicated actions — no additional data preparation or coding skills are required to set up data export.

Combine exported data with other systems used in your company — marketing automation, financial tools, ad networks, etc. Create reports your way and connect them to data visualization and presentation tools. Easily share any type of information and eliminate access management hassle.

Salesforce

Google Sheets

Manage, Share, Analyze

See what our customers say

"Coupler.io automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.