How can I filter for customers with birthdays this month?

DryMerge allows you to set specific filters, such as customers with birthdays in the current month. Specify your criteria, and DryMerge will handle the rest.

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

Yes, you can use this with Excel instead of Google Sheets. Simply describe the changes you need to make, and DryMerge will adjust the automation accordingly.

How can I get this connected to Salesforce?

DryMerge uses OAuth to connect to Salesforce. Ensure that the bot has access to the customer records you want to sync.

Which people use this automation? What do they use it for?

This automation is used by customer service teams and relationship managers to track and celebrate customers' birthdays, improving customer satisfaction and loyalty.

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Google Sheets + Salesforce

Sync Customer Birthdays from Salesforce to Google Sheets

Keep track of your customers' birthdays effortlessly by syncing them from Salesforce into a Google Sheet. This automation ensures that you never miss an important date, allowing you to plan timely recognitions and personalized communications. It's great for customer service teams and relationship managers who want to enhance customer satisfaction.

Customer Birthday Updated

Triggered when a customer's birthday field is added or updated in Salesforce.

Log Birthday in Sheets

Adds or updates the customer's birthday in your Google Sheet to keep special dates in sight.

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

or pick a common variation below

Track Churned Customers from Salesforce to Google Sheets

Google Sheets + Salesforce

Log Sales Best Practices from Salesforce to Google Sheets

Google Sheets + Salesforce

Aggregate Quarterly Revenue from Salesforce to Google Sheets

Google Sheets + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync customer birthdays from Salesforce to Google Sheets"

Sync customer birthdays from Salesforce to Google Sheets

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 Salesforce + Google Sheets.

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

Updated Google Sheet Data

Triggers when data is added, updated, or deleted 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.