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
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.
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.
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.
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.
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 account30 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
Set up multiple integrations to count on every day
Looking to import data from Shopify, Clockify, QuickBooks, or any other app? Not a problem. Use Coupler.io to link a data source to Google Sheets to automate workflows and leverage the power of spreadsheets across all your projects!