Turn spreadsheet rows into Salesforce leads automatically
When you track prospects in Google Sheets, the last thing you need is another manual sync. Notis watches for new rows and instantly creates matching leads in Salesforce, so your CRM is always current and you stay focused.
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
Manually entering prospect data into both Google Sheets and Salesforce fragments your attention and creates sync errors that leak deals.
- Eliminate context-switching between spreadsheet and CRM
- Reduce data entry errors and duplicate leads
- Keep Salesforce in sync without manual updates
- Focus on selling instead of data admin
Setup
Build it in a few focused steps.
- 1Connect your Google Sheets and Salesforce accounts to Notis (one-time setup in the portal).
- 2Create a new automation by telling Notis: 'When a new row appears in my prospects sheet, create a lead in Salesforce with that data.'
- 3Pick the spreadsheet and the sheet tab Notis should watch.
- 4Choose a Notis channel (email, Slack, or Telegram) to receive run notifications.
- 5Test with one real prospect row—Notis will create the matching lead within seconds.
Questions about this workflow
What if my spreadsheet has a custom column structure?
Notis reads your exact columns and maps them intelligently to Salesforce fields like First Name, Last Name, Email, Company, and custom fields you've defined. Just describe your sheet structure in the prompt.
Will this create duplicate leads if I edit a row?
Notis only triggers on new rows. Editing an existing row won't spawn a new lead. If you want to update Salesforce when a row changes, set up a separate workflow using 'Spreadsheet Row Changed.'
Can I filter which rows trigger the automation?
Yes. Tell Notis which rows to watch: for example, 'only create leads where the Status column is Qualified' or 'skip any row where Email is empty.' Notis applies those rules automatically.
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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