How can I filter for specific customer loyalty activities?

DryMerge allows you to filter customer activities based on criteria you define. Simply specify what activities you want to track, such as purchases above a certain amount or repeat visits, and DryMerge will handle the rest.

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

Yes, you can use this with Microsoft Excel instead of Google Sheets. Describe the necessary changes, and DryMerge will configure the automation to fit Microsoft Excel.

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

This automation is utilized by marketing and customer relationship managers to monitor loyalty programs and ensure accurate reward distribution based on customer engagement data.

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Google Sheets + Salesforce

Track Customer Loyalty Points from Salesforce in Google Sheets

Easily monitor and manage your customer loyalty program by tracking points and rewards in Salesforce and automatically logging them into Google Sheets. This automation provides you with a clear, organized view of customer engagement and rewards distribution, facilitating data-driven decisions.

When this happens...

New Loyalty Point

Triggers when a customer's loyalty points update in Salesforce.

automatically do this!

Log to Google Sheets

Adds updated loyalty points to the Google Sheets log.

Infinite possibilities

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

or pick a common variation below

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Track customer loyalty points from Salesforce in Google Sheets

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track customer loyalty points from Salesforce in Google Sheets"

Sure! Connecting

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.

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

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Create Sheet

Handles the creation of Google Sheets' first tab

Delete Sheet

Handles the deletion of Google Sheets' first tab

Read Sheet

Handles reading from Google Sheets' first tab

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

About 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.

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About 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.