Turn new spreadsheet prospect rows into Salesforce leads
Capture new prospect details in a Google Sheet and let Notis create a Salesforce lead for your team to work.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Copying prospect details from a spreadsheet into Salesforce creates busywork and leaves room for follow-up to slip.
- Reduce manual entry when new prospects arrive
- Keep spreadsheet intake moving into Salesforce
- Make new leads easier to find and follow up
Setup
Build it in a few focused steps.
- 1Connect Google Super and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce lead from each new prospect row, using available row details and noting any required details that are missing.
- 4Pick the New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test the automation with one real prospect row.
Questions about this workflow
What starts this automation?
A new row added to the Google Sheet monitored by the New Rows in Google Sheet trigger.
What happens if a row is missing a required lead detail?
Tell Notis how to handle incomplete rows in the instruction. Salesforce lead creation requires the information needed by your Salesforce setup, including a last name and company in the standard case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Salesforce. A trigger fires from one place; an action lands in another.
Google Super triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Super and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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