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ClickRuntime

Connect Google Sheets to Salesforce

Sheets is where lists get built and rules get written down; Salesforce is where the pipeline lives. Connecting them lets a sheet feed new accounts and leads into Salesforce, and lets Salesforce data flow back out into sheets for audits, forecasts and account planning that the whole team can read.
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Ideas

What you can do with Google Sheets and Salesforce

Account imports, lead logs, deal audits, white-space tables and forecast logs between Google Sheets and Salesforce. These are ready-made starting points. Anything else you can describe works too.
Every hour

Create Salesforce accounts from a Google Sheet

Companies added to your sheet are created as Salesforce accounts, with no duplicates, and each row gets its Salesforce ID.

See how it works
DailyAI

Log review sentiment in a sheet and open cases for bad ones

New customer reviews are labelled positive, neutral or negative in a Google Sheet, and negative ones become Salesforce cases.

See how it works
The moment it happens

Log every lead in a sheet and create it in Salesforce

Each lead from your form or ads is scored, created in Salesforce and added to a Google Sheet with a link to the record.

See how it works
Weekly

Audit open deals against rules kept in a sheet

Every Monday, open Salesforce deals are checked against the rules in your Google Sheet and every breach is listed on a Findings tab.

See how it works
Monthly

Build a white-space table of what key accounts haven't bought

Each month, a Google Sheet shows every key account against your product list, marking what they own and counting the gaps.

See how it works
WeeklyAI

Get realistic close dates for open deals

Every week, AI estimates a realistic close date for each open deal, saves it in Salesforce and logs the old and new dates in a sheet.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Google Sheets and Salesforce, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Google Sheets and Salesforce automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Google Sheets and Salesforce in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Import sheet rows as Salesforce leads only if the company is not already an Account, and write the new Lead ID or the reason it was skipped back into the row.

Every Monday, append a snapshot of open opportunities to a History tab and note any deal whose amount dropped since last week.

Use cases

Why people connect Google Sheets and Salesforce

How the two apps work together

  • ClickRuntime checks the sheet every few minutes for new or changed rows and creates or updates Salesforce records.
  • On a schedule it queries Salesforce and writes results to a sheet tab.
  • Rows are matched by Salesforce ID or email to avoid duplicates.

  • Load lead lists into Salesforce

    Marketing ops gets event and partner lists in Sheets. Rows become Salesforce leads with campaign and source set.

  • Reports outside Salesforce

    Finance and leadership want opportunity data in a sheet they can model with. A daily export keeps it current.

  • Bulk field updates

    Ops teams fix territories or industries in a sheet. Changed rows update matching Salesforce records by ID.

  • Forecast snapshots

    Sales leaders want week-over-week forecast history. A weekly snapshot of open opportunities is appended to a sheet tab.

More apps

Google Sheets, Salesforce and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Imported leads summary in Slack

After importing new rows from our Leads sheet into Salesforce, post a Slack message in #marketing-ops with the count and any rows that failed.

Weekly forecast email

Every Friday, snapshot open Salesforce opportunities into the Forecast sheet and email leadership the totals by stage through Gmail.

Combined pipeline sheet

Every morning, write open deals from HubSpot and open opportunities from Salesforce into one Google Sheet with a Source column.

Setup

Connect Google Sheets and Salesforce once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Google Sheets

Spreadsheets

  1. In the ClickRuntime dashboard, open Connections and choose Google Sheets.
  2. Sign in with your Google account and allow access.
  3. Pick the spreadsheets the automation may use. It can't see any other file in your Drive.

Salesforce

CRM

  1. In Salesforce, go to Setup, then External Client App Manager (or App Manager), and create a new External Client App.
  2. Enable OAuth, set the callback URL to https://clickruntime.com/oauth/callback, and add the scopes api and refresh_token offline_access.
  3. Under OAuth policies, set the refresh token policy to valid until revoked and choose who may use the app. Make sure the user has the API Enabled permission.
  4. In the ClickRuntime dashboard, open Connections, choose Salesforce and enter your app's Consumer Key and Consumer Secret.

FAQ

Questions about connecting Google Sheets and Salesforce

Does it work with any spreadsheet?
Yes, any Google Sheet your connected Google account can edit. You give the spreadsheet ID and the tab names, and the automation reads and writes those ranges only.
How does it avoid creating duplicates in Salesforce?
Before creating a record it searches Salesforce, for example by account name or lead email. Where a sheet is the source, the Salesforce ID is written back to the row so the same row is never imported twice.
Can I change the columns?
Yes. The column layout is set in the automation, so ask your AI assistant to match it to your sheet, such as adding an owner column or moving the ID to column F.
Will people editing the sheet break it?
Adding rows and editing cells is fine. Renaming a tab or moving the columns the automation uses will stop it reading the right data, so keep those stable or update the automation when you change them.
Can it write to custom fields?
Yes, using the field's API name in Salesforce.
What about validation rules?
If Salesforce rejects a row, the script can write the error message back into the sheet so you can fix it.
Can it handle thousands of rows?
Yes. It processes rows in batches across runs within Salesforce API limits.

Related pages

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