How can I filter contacts based on a specific criteria?

DryMerge allows you to filter Salesforce contacts based on specific fields like job title or company size. Simply define your criteria and DryMerge will handle the rest.

Can I use this with Microsoft Excel instead of Google Sheets?

Yes, you can use this with Microsoft Excel instead of Google Sheets. Just provide the necessary details, and DryMerge will configure the automation accordingly.

Who uses this automation and for what purpose?

This automation is frequently used by sales teams to ensure timely follow-ups with new leads. It helps maintain consistent communication and increases the chances of converting potential leads into customers.

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Google Sheets + Salesforce

Create Follow-Up Tasks in Google Sheets for New Salesforce Contacts

Ensure that every new contact leads to timely follow-ups by adding the newly created Salesforce contacts to a follow-up task list in Google Sheets. This automation is perfect for sales teams that want to streamline their communication processes and ensure no potential lead is missed.

New Contact Added

Triggers when a new contact is added in Salesforce.

Create Follow-Up Task

Adds a new follow-up task in Google Sheets.

See more Google Sheets to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Weekly Sales Reports in Google Sheets from Salesforce Data

Google Sheets + Salesforce

Log Event Participation in Google Sheets from Salesforce

Google Sheets + Salesforce

Log Salesforce Tasks in Google Sheets for Enhanced Collaboration

Google Sheets + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Google Sheets for new Salesforce contacts"

Create follow-up tasks in Google Sheets for new Salesforce contacts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Sheets + Salesforce.

Delete Sheet

Handles the deletion of Google Sheets' first tab

Read Sheet

Handles reading from Google Sheets' first tab

Create Tab

Creates a new tab in Google Sheets

Update Sheet

Handles updates to Google Sheets' first tab

Search Sheets

Searches Google Sheets

List Sheets

Lists all Google Sheets sorted by creation date

New Google Sheet

Triggers when a new Google Sheet is created

Added or Updated Google Sheet Row

Triggers when a row is added or updated in a Google Sheet

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

App details

Google Sheets

Google Sheets is a web-based spreadsheet application for creating, editing, and collaborating on spreadsheets. Read, write, and manipulate data for powerful data management and analysis.