After completing this blog, you’ll be able to:

• How to make duplicate google sheet using Zapier tool
• How create spreadsheet row on salesforce record create

 

How to create duplicate google sheet using Zapier tool

 

Steps:

1. You need an existing google sheet on your google drive.
2. Login to zapier by clicking this url: https://zapier.com/app/login 
3. Create Zap in Zapier by clicking on Create Button like this:

 

 

      4. After click on New Zap button below screen will appear

 

 

Search salesforce in the search box and choose the salesforce (premium) option.

     

      5. Choose Event: New Record and Continue like this

 

 

 

      6. Connect your salesforce org account and continue.

 

 

     7. Choose salesforce object Opportunity and continue like this

 

 

     8. Then Click on Test Trigger and click continue with selected record

 

 

     9. In Next Action choose Google Sheet

 

 

     10. Choose an Event Create Spreadsheet

 

 

     11. Choose an gmail account or connect gmail account and continue

 

 

     12. In the Action give Title name and Choose Spreadsheet to Copy

 

 

     13. Click on Test Action

 

 

     14. Now click on the Plus Sign

 

 

     15. Choose Action Google Sheet and click

 

 

     16. Choose Event Create Spreadsheet Row

In this section we will create spreadsheet row in newly created spreadsheet in above spreadsheet

 

 

     17. Choose or Connect Gmail Account and continue

 

 

     18. In the Action Choose Drive My Google Drive

 

 

    Also Choose Spreadsheet like this

 

 

    After that Choose Worksheet like this

 

 

Now map the salesforce fields with sheet headers and continue like this.

 

 

19. Test section click on Test Action Button

 

 

20. After click on Test Action Now click Publish Button like this

 

 

Now you are good to go.

 

If you want to create a spreadsheet row in multiple worksheets then you need to create a separate action of google sheet.

I hope this blog helped you!