Let sheet queries trigger lead creation in Salesforce
You've written a SQL query in Google Sheets that finds prospects matching your ICP—certain company size, funding stage, hiring activity. When that query returns new results, Notis instantly creates leads in Salesforce so your pipeline grows without manual data work or missed opportunities.
Trigger
Table Query Result Changed
Triggers when the result set of a saved table query changes in Google Sheets. Detects rows added, removed, or updated in the query output. This trigger monitors the result of a SQL query against a Google Sheets table and fires when changes are detected.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Query results that reveal ideal prospects sit in sheets while your Salesforce pipeline stays stale because syncing results manually is tedious.
- Automate lead creation from data queries you already write
- Stop manually copying query results into Salesforce
- Discover prospects faster and act on them instantly
- Scale lead generation without adding manual work
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Tell Notis: 'When my [query name] query returns new results, create a lead in Salesforce for each matching row.'
- 3Describe which columns map to lead fields (name, email, company, etc.).
- 4Choose your notification channel.
- 5Run your query and confirm Notis creates leads from the results.
Questions about this workflow
How often does Notis check the query results?
Notis polls your query on a schedule you choose (hourly, daily, etc.). Each poll triggers lead creation for new matches since the last check.
Can I filter query results before creating leads?
Yes. Describe any additional filtering in your prompt (e.g., 'only create leads if Score > 50' or 'skip if they already exist in Salesforce').
What if my query is complex and returns many results?
Notis handles large result sets. You can also set batching rules (e.g., 'create up to 10 leads per day') to manage volume.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Salesforce. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Salesforce actions
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.
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.
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.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
New Sheet Added in Google Spreadsheet
Polling trigger that detects when a new sheet is added to a Google Spreadsheet.
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.
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When this happens · Trigger
Do this · Action
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