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integrationGoogle Sheets node
integrationSalesforce node

Google Sheets and Salesforce integration

Save yourself the work of writing custom integrations for Google Sheets and Salesforce and use n8n instead. Build adaptable and scalable Data & Storage, Productivity, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect Google Sheets and Salesforce

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Google Sheets and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Google Sheets and Salesforce nodes

You can find Google Sheets and Salesforce in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Google Sheets and Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Google Sheets and Salesforce integration: Add and configure Google Sheets and Salesforce nodes

Step 3: Connect Google Sheets and Salesforce

A connection establishes a link between Google Sheets and Salesforce (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Google Sheets and Salesforce integration: Connect Google Sheets and Salesforce

Step 4: Customize and extend your Google Sheets and Salesforce integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Google Sheets and Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Google Sheets and Salesforce integration: Customize and extend your Google Sheets and Salesforce integration

Step 5: Test and activate your Google Sheets and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Google Sheets to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Google Sheets and Salesforce integration: Test and activate your Google Sheets and Salesforce workflow

Create Salesforce accounts based on Google Sheets data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets.

To run the workflow:

Make sure you have both Google Sheets and Salesforce authenticated with n8n.
Have a Google Sheet with contacts and their account names ready, copy the respective sheet ID from the URL:

Add the sheet ID to the Google Sheet node of the workflow:

Hit Execute Workflow

Here is how it works:

The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

Nodes used in this workflow

Popular Google Sheets and Salesforce workflows

Create Salesforce accounts based on Google Sheets data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the workflow: Make sure you have both Google Sheets and Salesforce authenticated with n8n. Have a Google Sheet with contacts and their account names ready, copy the respective sheet ID from the URL: Add the sheet ID to the Google Sheet node of the workflow: Hit Execute Workflow Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

Build your own Google Sheets and Salesforce integration

Create custom Google Sheets and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Google Sheets supported actions

Create
Create a spreadsheet
Delete
Delete a spreadsheet
Append or Update Row
Append a new row or update an existing one (upsert)
Append Row
Create a new row in a sheet
Clear
Delete all the contents or a part of a sheet
Create
Create a new sheet
Delete
Permanently delete a sheet
Delete Rows or Columns
Delete columns or rows from a sheet
Get Row(s)
Retrieve one or more rows from a sheet
Update Row
Update an existing row in a sheet

Salesforce supported actions

Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users

Google Sheets and Salesforce integration tutorials

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How to import XML to Google Sheets: 3 step-by-step techniques

Learn three different ways to import XML to Google sheets: with Google sheet’s IMPORTXML function, with Google AppScript and automation with n8n.

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How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

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How to connect Google Sheets to MySQL: Code and no-code methods

Discover two ways to connect MySQL with Google Sheets, and learn to build no-code workflows for automating it.

FAQs

  • Can Google Sheets connect with Salesforce?

  • Can I use Google Sheets’s API with n8n?

  • Can I use Salesforce’s API with n8n?

  • Is n8n secure for integrating Google Sheets and Salesforce?

  • How to get started with Google Sheets and Salesforce integration in n8n.io?

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