Say goodbye to CSV exports. When data changes in Salesforce, our AI Agent automatically updates your Google Sheets in real-time for live reporting and analysis.
AI Powered Data Sync
Automate your data pipeline. RhinoAgents monitors your Salesforce objects for new records, updates, or deletions, ensuring your external reports are never stale.
Gain instant insights. New rows are added, and cells are updated in your Google Sheets automatically, allowing for real-time dashboards and calculations.
Connecting your CRM and spreadsheets shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Google accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select key Salesforce events (Opportunity Closed, New Contact, Case Created) to trigger rows being added to your sheet.
Let our AI Agent automatically map Salesforce fields (Revenue, Stage, Owner, Date) to the correct columns in your Google Sheet.
Enable the sync. Your Salesforce data will now populate your Google Sheet continuously. Monitor the flow via your dashboard.
Automatically add a new row to the 'Q3 Sales' spreadsheet whenever an Opportunity is marked 'Closed Won', capturing Amount, Close Date, and Account Name.
When a new Opportunity is created in Salesforce, append a row to the Google Sheet named 'Weekly Pipeline'. Include columns for Opportunity Name, Stage, Probability, and Estimated Amount. If the Amount is greater than $50k, mark the 'High Priority' column as 'Yes'.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Eliminate manual data entry and stale reports. Keep your stakeholders informed with live data flowing from Salesforce to Google Sheets via RhinoAgents.
RhinoAgents.com – Automate Your Reporting.
Everything you need to know about connecting Salesforce to Google Sheets using RhinoAgents.
Join data-driven teams using RhinoAgents to keep their reporting flawless and up-to-date.