Spreadsheet.com integration with Salesforce
How to Create Salesforce leads for new Spreadsheet.com rows created from forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce leads for new Spreadsheet.com rows created from forms" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Spreadsheet.com integrations
Spreadsheet.com actions
Nekton can use any feature that is available in Spreadsheet.com API.
Using our advanced AI, you can easily create custom automations for Spreadsheet.com.
Here are some typical actions you can do in your automated workflows.
Create Row
Creates a new row.
Lookup Worksheet Row
Find a worksheet row by looking up a field value.
Update Row
Updates an existing row.
Column Value Changed
Triggers when a column value is changed.
Row Created Using Form
Triggers when a new row is created using a specific form.
Select Field Changes (A -> B)
Triggers when a select column value changes from a specific value to another specific value.
About Spreadsheet.com
Spreadsheet.com is the all-in-one spreadsheet for teams