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.
Salesforce opportunities can be synced to a Google Sheets dashboard as they are created or updated, with stage and value totals recalculated on each change, so leadership can skim the pipeline without a Salesforce seat. Evenops builds the sync in Apps Script against the Salesforce API, replacing a manually maintained sheet that is always a week behind.
How does it run?
3 stepsStep 01Trigger
Opportunity created or updated in Salesforce
Step 02Sync
Record synced to the dashboard sheet
Step 03Recalculate
Stage and value totals recalculated
What do you get?
3 outcomes- ✓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
Which tools does it use?
Time saved
Removes the lag in a manually maintained pipeline sheet.Continues · Want this wired into your stack?
Want this wired into your stack?
Tell us your tools and the task. We'll scope it and build it as production code you own.
We typically respond within 24 hours