This automation checks for new or updated Salesforce leads with a Hot rating. When it finds one, it creates a row with the lead data in Google Sheets.
Note: You can use only one spreadsheet per Google Sheets connection.
Prerequisites
- In action_1, select the sheet to add new data to using the Table field.
Tips
- Add the following columns in your Google Sheets: SF_ID, Name, LastName, Email, Phone, Rating, Status.
Frequently Asked Questions
What triggers this automation?
The automation starts automatically when the configured trigger event occurs in the connected app.
Can I customize the automation workflow?
Yes. You can modify triggers, actions, conditions, mappings, and other workflow settings.
Does this automation run automatically after setup?
Yes. Once enabled, the automation runs automatically based on triggers or schedules.
Can I add more steps or actions to this automation?
Yes. You can extend the workflow with additional actions, conditions, and connected apps.
Do I need coding skills to use automation templates?
No. Skyvia automation templates are configured through a visual interface without coding.
