SyncWith

CRMSales

Get Salesforce Leads

Alex Black

Chris Reid

Tutorial Overview

One of the challenges with the default salesforce connector add-on in Google Sheets is the inability to persist a connection and have it sync on a schedule. In this tutorial we'll create a connection to pull leads in to google sheets and have it sync on a schedule.
  • Use syncwith in this page to live view your salesforce leads data
  • Authorize syncwith to connect to the salesforce API
  • The current connection is designed to get the last 90 days of leads data
  • The current connection uses the default salesforce lead fields (name, title, email, company website, rating, status, phone, lead source, annual revenue, created by user id and description)
  • The connections is very simple it's passing some SOQL to the salesforce query end point

Salesforce SOQL Query to get Leads

The query being passed you'll see in the q field it's as follows:
select 
name,title,email,company,website,rating,status,
phone,leadsource,annualrevenue,createdbyid,description 
from lead 
where createddate = LAST_N_DAYS:90

Things to try:

  • add in custom lead fields - you can find these in the object manger in SFDC: https://yourhost.lightning.force.com/lightning/setup/ObjectManager/Lead/FieldsAndRelationships/view
  • try changing the default time frame by changing LAST_N_DAYS:90 to 30 or 60
  • Hit the Google Sheet and get leads flowing in on a schedule to google sheets

Leads 90d

Please fill in any necessary fields and click Submit.

GET

Results

View the API response, get a live Google Sheet dashboard, or export to CSV

nextRecordsUrl
records.attributes.type
records.Name
records.Title
records.Email
records.Company
records.Website
records.Rating
records.Status
records.Phone
records.LeadSource
records.AnnualRevenue
records.CreatedById
records.Description