How to add a record to Google Sheets when a record is registered in a Salesforce custom object

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Wouldn't it be convenient if the record information registered in Salesforce was automatically added to Google Sheets as well?
Especially for those who use Salesforce as a customer information database but perform data aggregation and graph creation in Google Sheets, the integration in this article might be helpful.

If you've ever thought, "I want to reduce the hassle of data management" or "I want to speed up information gathering," try the automatic integration with Yoom by following the steps below!

Benefits of Integrating Salesforce with Google Sheets

Benefit 1: Halve the Workload

Are there any of you who are doing the following tasks while using both Salesforce and Google Sheets?

① Entering customer information into Salesforce
② Entering the same information into Google Sheets for data aggregation and graph creation

Managing data in different apps like this requires entering the same information twice.
However, by using the integration introduced here, the task of entering data into Google Sheets becomes unnecessary, reducing the workload.
You can effectively use the extra time for high-priority tasks, which can also lead to increased productivity.

Benefit 2: Enable Accurate Data Management

Manually entering data into Google Sheets poses the risk of input errors, which can prevent accurate data aggregation.
For example, you might mistakenly enter 1,000,000 yen instead of the correct amount of 100,000 yen, resulting in an inaccurate MRR value.
Utilizing this integration can help prevent such risks and is expected to improve data accuracy.

[About Yoom]

Integration Flow of Salesforce and Google Sheets

Now, let's introduce the steps to actually integrate Salesforce and Google Sheets.
The specific setup steps are as follows.

Set up the app trigger
Add a record

Yoom offers the above two steps as a template.
You can create a flowbot more easily than creating from scratch, so first click the "Try it" button on the banner below to copy the template!

Preparation

After copying the template, first register Salesforce and Google Sheets from Yoom's "My Apps" as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".

1. After logging into Yoom, click "+ New Connection" from the left menu "My Apps"

2. Search for the app name, enter the necessary login information, and register the app

If Salesforce and Google Sheets appear in the My Apps list, the preparation is complete!

Let's proceed to the detailed settings right away!

Step 1. Set App Trigger

First, click on the app trigger "When a new record is registered in the custom object".

On the first page, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, please enter the following three items to connect with Salesforce via API.

API Reference Name of the Custom Object
Field Item Name to Retrieve
My Domain URL

Once all items are entered, click "Test" to check for errors.
※ Regarding "Trigger Activation Interval", the time you can specify varies depending on your subscribed plan. For details, please seehere.

If the test is successful, the fields of the Salesforce object will be reflected in the output.

If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Add Record

Next, please click "Add Record".

At the beginning of the first page, the account information is displayed as in Step 1, so please check it.
Below that, there are input fields necessary for linking with Google Sheets.
Please specify the Spreadsheet ID and Tab Name.

On the next page, set the values for the record to be added.
Utilize the information output from Salesforce.

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Click "Test" and if no errors appear, click "Save".

If a popup like the image below appears, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Examples of Automation Using Salesforce and Google Sheets

Yoom has many automation examples using Salesforce and Google Sheets.
Here are some representative examples.

1. Add to Google Sheets when a ToDo object is registered in Salesforce

For those managing tasks in Salesforce, we also recommend a template that automatically adds ToDo object information to Google Sheets.

2. Add a record to Microsoft Excel when a record is registered in a Salesforce custom object

For those who use Microsoft Excel more frequently than Google Sheets, please refer to the following template.

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3. Send a Template Email in Gmail Based on Salesforce Contact Information

In addition to adding or updating information, you can also automate email sending. This is recommended for those using Salesforce and Gmail.

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4. Register a client in freee Accounting when a deal is closed in Salesforce

For those managing invoice information and other data in freee Accounting, automatic integration with Salesforce may simplify data management.

5. Register business card data in Sansan when a row is added in Google Sheets

For those using Sansan for business card data management, the automatic integration between Sansan and Google Sheets reduces the effort of data entry.

Summary

How was it?

The above is the procedure for integrating Salesforce with Google Sheets!
Yoom can be used without programming knowledge, making it easy to set up the integration.
By integrating Salesforce with Google Sheets, you can expect to reduce work time and manage data accurately.
As a result, it not only improves individual productivity but also enhances the productivity of the entire team, so please try automatic integration with Yoom.

If you are interested, please start by registering for free here!