Copy pasting details to Google Sheets from Salesforce tasks, opportunities, contacts or cases can be exhausting - especially if you're working with hundreds or thousands of data points. 🤦♀️
😫 Do these headaches sound familiar?
⌛ Time Wasted: Copying and pasting data is slow and drains productivity.
❌ Prone to Error: How much time do you then spend reviewing your spreadsheet for mistakes?
What else could you be doing? Often this data is needed by other teams or stakeholders. So the time it takes you to get everyone what they need is time not spent on more important projects you've got on the go.
✨Book a live demo with our team
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🚀 Unito eliminates these pain points with a simple, no-code 2-way integration that turns Salesforce data into Google Sheets rows automatically.
🔄 Changes to your spreadsheet cells can update Salesforce and vice versa. You have full control over how your data updates and you can even sync custom fields.
✨Try Unito free for 14 days - no credit card required:✨
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00:00 Introduction
00:50 Demo Sync
01:13 Connect Salesforce and Google Sheets
02:50 Set a flow direction
03:10 Pick rules
03:55 Link fields between tools
05:12 Launch integration
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HELPFUL LINKS
💡 Learn more about Unito's Salesforce Google Sheets integration here:
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👉 Get Unito Spreadsheet Sync (Google Sheets extension):
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📌Security and Permissions for Unito's Google Sheets integration:
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