With Sheetgo, you can connect your Salesforce account directly to Google Sheets to automatically import data such as leads, opportunities, accounts, and contacts. This integration empowers sales, marketing, and management teams to maintain real-time analytics dashboards, performance reports, and customer tracking without manual exports or third-party middleware. By automating Salesforce data imports, you ensure that every stakeholder always has access to the latest CRM insights right in Google Sheets.
Prerequisites
- A Salesforce account with API access (available for Enterprise, Unlimited, Developer, and Performance editions).
- A Salesforce Connected App created for API access (to generate client ID, client secret, and refresh token).
- Access to the official Salesforce REST API documentation: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/.
- A Sheetgo account with the same Google email address used to access Salesforce data.
Step 1: Identify the Required API Endpoint
Go to the Salesforce REST API documentation linked in the Prerequisites. Identify the endpoint for the data you need to retrieve. For instance: https://yourInstance.salesforce.com/services/data/v58.0/sobjects/Lead to fetch leads, or https://yourInstance.salesforce.com/services/data/v58.0/query/?q=SELECT+Name,Email,Company+FROM+Lead to query data dynamically using SOQL. Replace yourInstance with your Salesforce instance domain (e.g., na45, eu12).
Step 2: Generate API Credentials
In Salesforce, go to Setup → Apps → App Manager → New Connected App. Enable OAuth Settings and provide a callback URL (e.g., https://login.salesforce.com/services/oauth2/callback). Select OAuth Scopes such as “Full access (full)” or “Access and manage your data (api)”. Save the app and note your Consumer Key (Client ID) and Consumer Secret. Authorize the connected app to generate a Refresh Token using OAuth2 authorization flow. Store these credentials securely; you’ll use them in the Sheetgo header to automate token refresh.
Step 3: Open the Sheetgo API Connector
Log in to Sheetgo and open an existing workflow or create a new one. Click on Connect and choose API Request under Data Source. Then select HTTP Request as the method type. You’ll be prompted to enter the API URL and configure authentication and headers.
Step 4: Configure the API Request in Sheetgo
In Sheetgo, create a new workflow and select HTTP Request as the source. Enter the endpoint you identified earlier. Then, configure the headers with the following JSON structure:
{
"Authorization": "Bearer YOUR_ACCESS_TOKEN",
"Content-Type": "application/json",
"@refresh_token": {
"auth_method": "oauth2",
"auth_type": "OAuth",
"refresh_url": "https://login.salesforce.com/services/oauth2/token",
"refresh_params": {
"client_id": "YOUR_CLIENT_ID",
"client_secret": "YOUR_CLIENT_SECRET",
"refresh_token": "YOUR_REFRESH_TOKEN",
"grant_type": "refresh_token"
}
},
"@pagination": {
"type": "link",
"next_link_key": "nextRecordsUrl"
}
}This configuration ensures that Sheetgo automatically refreshes the Salesforce token when it expires and handles pagination using the nextRecordsUrl key provided in API responses.
Step 5: Choose the Destination Spreadsheet
Choose or create a Google Sheet to store your Salesforce data. You can organize your fields (e.g., Name, Email, Company, Status) into columns for better readability. Set up the Sheetgo workflow to overwrite or append data on each refresh, depending on whether you want a running log or an updated snapshot.
Step 6: Execute the Sheetgo Connection
Click Run to execute your Salesforce connection. Sheetgo will send a GET request to Salesforce and fetch the requested data into your selected Google Sheet. Once the data loads successfully, you can configure automatic refresh schedules (hourly, daily, or weekly) to ensure continuous synchronization of your CRM data with Google Sheets.