What it does
Reads contacts and their account names from a Google Sheet and searches Salesforce for each account. If the account does not exist it is created, then the data is normalized and the contacts are created or updated in Salesforce. It is a no-code way to load spreadsheet data into the CRM.
Use cases
- 01Import a trade show contact list into Salesforce
- 02Create missing accounts from a partner spreadsheet
- 03Update existing contacts from a cleaned sheet
Connects
Google Sheets · Salesforce