Connect Salesforce to Google Sheets

Quickly import your Salesforce data into Google Sheets with the Windsor.ai ETL connector.

Our data integration platform automates Salesforce reporting, enabling real-time sales and marketing insights that help you track KPIs, forecast revenue, and boost sales performance—all within a flexible, familiar spreadsheet environment.

Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.

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Windsor.ai is your proven Salesforce to Google Sheets connector

Unlock the full potential of your CRM data with Salesforce to Google Sheets integration

Unlock the full value of Salesforce’s rich marketing, sales, and customer interaction data by seamlessly connecting it to Google Sheets with Windsor.ai. Gain comprehensive visualization and in-depth analysis, and leverage these key benefits for your business:

Data centralization

With Windsor.ai’s Salesforce and Google Sheets integration, you can easily combine CRM data with metrics from all your marketing and sales platforms in one place. Get a full view of customer interactions and campaign performance to optimize strategies, allocate budgets, and boost your business results.

Automated reporting

Windsor.ai effortlessly automates Salesforce data updates into customized Google Sheets templates and tabs. Monitor your key KPIs in real time, gain actionable insights instantly, and minimize errors—saving time and boosting accuracy.

Predictive analytics

By integrating Salesforce with Google Sheets through Windsor.ai, you unlock powerful forecasting capabilities in a familiar spreadsheet environment. Easily model revenue projections, update forecasts with live data, and share insights across teams to drive proactive sales strategies and smarter business growth.

Revenue growth

Easily analyze real-time sales metrics, identify high-potential leads, and track campaign effectiveness—all in one customizable platform. Empower your sales team to close deals faster and grow revenue with data-driven insights.

Using Windsor.ai connector to import data from Salesforce into Google Sheets

Most available methods for connecting Salesforce to Google Sheets require technical know-how, manual data exports, or expensive third-party tools. Windsor.ai’s no-code ETL connector makes the process fast and effortless.

In just a few minutes, Windsor.ai automatically syncs your Salesforce data with Google Sheets, giving you always up-to-date spreadsheets ready for analysis and reporting.

With Windsor.ai, you can:

Automate Salesforce reporting by syncing data directly with Google Sheets, eliminating manual exports or outdated analytics.
Visualize sales pipeline value, lead conversions, revenue trends, campaign performance, and other essential metrics in one spreadsheet.
Uncover insights to fine-tune your sales and marketing strategies with the latest and accurate data.
Customize pre-built Salesforce reporting templates to match your unique business goals and workflows.

Join over 3,000 businesses that trust Windsor.ai to streamline Salesforce to Google Sheets integration

How to connect Salesforce to Google Sheets in Windsor.ai

Make sure you have the following prerequisites before setting up the connector:

Salesforce account
Google Sheets document
Active Windsor.ai account

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Select your data source

Choose Salesforce as your data source and grant access to Windsor.ai.

Select your destination

Set Google Sheets as the destination for your data.

Select the reporting metrics and dimensions

Choose the data fields that you wish to show in your spreadsheet.

Follow the setup instructions to complete the integration

Depending on the integration method you choose, set up the connection by following the prescribed steps—whether through an extension or directly via an in-app destination task.

FAQs

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform designed to help businesses enhance customer engagement, optimize efficiency, and streamline operations. It provides a comprehensive suite of tools for managing and automating core customer interactions, including sales, marketing, and customer support.

What is Google Sheets?

Google Sheets is a free, cloud-based spreadsheet tool from Google that allows users to create, manage, and analyze data effortlessly. Known for its user-friendly interface, it offers robust collaboration features, enabling multiple users to work on the same sheet simultaneously and fostering teamwork. With its ability to handle large datasets, Google Sheets is an ideal solution for businesses managing large datasets.

Do you have helpful links to get started with integrating Salesforce and Google Sheets using Windsor.ai?

Yes, we have helpful resources to help you get started. You can explore our official documentation and ready-to-use templates for seamless Salesforce to Google Sheets integration with Windsor.ai:

How much time do I need to create a Salesforce and Google Sheets integration?

Windsor.ai provides a user-friendly interface and a robust data connector that extracts, transforms, and loads Salesforce data into Google Sheets in under 5 minutes, making the process quick and hassle-free.

How much does it cost to integrate Salesforce into Google Sheets with Windsor.ai?

Windsor.ai’s pricing for Salesforce to Google Sheets data integration can vary depending on your use case and data volume. We offer absolutely transparent, volume-based event pricing plans for diversified business needs and budgets.

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Import your Salesforce data into any destination using Windsor.ai.

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Connect Salesforce to Google Sheets