14 / Recipes / CRM (Salesforce, HubSpot, GoHighLevel)

Sync Salesforce opportunities to a Sheets dashboard

Leadership wants a pipeline view they can skim without opening Salesforce, but the sheet someone maintains is always a week behind.

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How it runs

  1. 01

    Opportunity created or updated in Salesforce

  2. 02

    Record synced to the dashboard sheet

  3. 03

    Stage and value totals recalculated

What you get

  • ✓The dashboard reflects Salesforce as it changes, not last week's export
  • ✓Anyone can check pipeline without a Salesforce seat
  • ✓Totals are always the current numbers

Tools

SalesforceGoogle SheetsApps Script

Time saved

Removes the lag in a manually maintained pipeline sheet.

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