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For ops, RevOps and sales ops

Move your rows. Know what happened to each one.

Today that's Google Sheets into Salesforce. Open a recent run to see each row's result: delivered, skipped, or failed at a named step with its error.

Start building See how it works
  • Test each action on a sample row before you publish
  • Open a recent run to see what happened to each row
  • Fix the data, then replay the run

How it works

Follow one row from your sheet to Salesforce

Google Sheets and Salesforce are what we specialize in today. Most pipelines follow these same steps.

  1. 01 · Trigger

    Start from the sheet you already keep

    Your pipeline checks the Google Sheet on the schedule you set and picks up new rows. It can also pick up edited rows if your sheet has a column that records when each row changed.

  2. 02 · Logic

    Decide what happens to each row

    Filter out rows that don't qualify, send each remaining row down the first path it matches, with a default path for the rest, and tidy names, dates and numbers with Formatter steps.

  3. 03 · Action

    Write to Salesforce, tested first

    Find, create, update, find-or-create or delete records on the Salesforce object you choose. Test each action on a sample row before you publish: the test writes a real record, so you see exactly what Salesforce accepts.

  4. When a row fails

    The line stops where the row did

    The run marks the step that failed, the row it was working on and the error it hit, so you start from the cause instead of a guess.

  5. Recover

    Fix the data, then replay the run

    Correct the row in your sheet or the step in your pipeline, then replay the run. Replay reads the run's rows from your sheet again, including any that already succeeded, and runs them on your current pipeline. Row detail and replay are there for recent runs: three days after a run with a failure, one day otherwise.

Integrations

Deep before wide

Google Sheets and Salesforce today, plus an HTTP Request step that can call other HTTP APIs. New connectors will be added here as they ship.

  • Google Sheets

    Trigger
    New rows, or edited rows through a timestamp column, checked on your schedule
    Action
    Append a row

  • Salesforce

    Actions
    Find, create, update, find-or-create or delete records on the object you choose

  • HTTP Request

    Action
    Call an HTTP API with GET, POST, PUT, PATCH or DELETE

Build your first pipeline

Connect a Google Sheet and a Salesforce org, build your pipeline and test its actions on a sample row. A plan is needed to publish and run it: see pricing.

Start building