Connecting Salesforce to Layer lets you sync your marketing and sales data with your Google Sheets, ensuring your CRM data is always up-to-date.

How to connect the Salesforce integration?

To start using the Salesforce integration, you'll first need to connect it to Layer:

  1. Open your Google Sheet and launch the Layer add-on.

  2. Navigate to the "Integrations" tab.

  3. Locate the Salesforce integration and click the "Connect" button next to it.

  4. You will be redirected to the integration connection page. Toggle the switch and click "Authorize".

  5. You will be redirected to Salesforce. You will need to log in if you haven't already. Salesforce will ask you to authorize the connection. Click "Allow".

  6. You will receive a message indicating that the connection is ready and be redirected back to Google Sheets and Layer.

Note: If the integration was connected successfully, you will see a green "Connected" label displayed next to it.

How to import Salesforce data into Google Sheets?

Once you've connected the Salesforce integration, you can start using it to easily import your leads and opportunities lists into Google Sheets. All you have to do is:

  1. Navigate to the "Integrations" tab.

  2. Click the "Import Data" button shown below the Salesforce integration.

  3. Select whether you want to import your opportunities or leads.

  4. Click "Import". This will create a new sheet with your HubSpot data.

Learn More: Salesforce Google Sheets integration

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Let us show you how to make the most of Layer, as well as set up your connections and integrations.

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