Sales teams spend less than one-third of their time actually selling, with the rest going to admin work like reporting and data entry. Manual Salesforce to Google Sheets workflows are a prime example of this inefficiency, slowing analysis and forcing decisions on stale numbers.
If your team relies on Google Sheets for analysis but Salesforce is your source of truth, that data handoff should be seamless and reliable. No CSVs. No brittle scripts. Just current Salesforce data, right where your team works.
In this guide, you will learn:
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Salesforce to Google Sheets integration can be as simple as exporting a CSV or as advanced as running a scheduled connector inside Sheets. The right approach depends on how fresh the data must be, how much manual work you can spare, and who will own the setup.
Most teams choose a purpose-built connector because it removes scripts, cuts out repeat exports, and keeps live CRM data where analysis happens.
Below we compare the top options so you can choose what fits your needs today and scales tomorrow.
Choosing the right connector is not just about moving rows. It is about automation, data freshness, and how easily teams can use the data without leaning on developers. Look for tools that sync on a schedule, respect admin controls, and fit your growth plan.
The four connectors below cover the spectrum from quick starts to scalable platforms.
Looking for the best Salesforce connector for Google Sheets that non-technical teams can adopt fast? Cirrus Insight’s Salesforce Google Sheets connector focuses on simple setup, automated refresh, and reporting-ready pulls.
Inside, you can sync Salesforce objects or reports into Sheets, schedule updates, and support bidirectional updates when you need to push changes back to CRM.
It aligns with Cirrus Insight’s product pillars around working where you already work and giving admins real control over data.
Pros
Cons
Why it wins: You get reliable sync without changing how people work. It delivers real Salesforce data where analysis happens and avoids the common “shadow data” issues you see with limited auto-capture tools.
Google’s Data Connector for Salesforce is a native Google Sheets add-on suited to simple reporting. It can import Salesforce reports or query objects with SOQL, refresh data manually or on a basic schedule, and even write back simple create, update, or delete changes from Sheets.
You install it from the Google Workspace Marketplace and access it from the Extensions menu like other add-ons.
Pros
Cons
The verdict: Good for basic pulls, but Cirrus Insight adds richer scheduling, reporting-ready templates, and admin-grade control that scales with team usage.
Salesforce Data Loader is an official bulk import and export utility. It handles insert, update, upsert, delete, and export across standard and custom objects with detailed success and error logs. It is excellent for one-time or periodic admin tasks, not ongoing spreadsheet sync.
Pros
Cons
Bottom line: Great for backfills, quarterly exports, and controlled cleanups. Not ideal for daily reporting in Sheets where freshness and automation matter.
Coefficient is a Sheets connector focused on ease of use, automation, and ready-made dashboards. Teams can import from Salesforce reports or objects, schedule refreshes, create snapshots for trending, and set alerts to Slack or email when data changes.
Pros
Cons
When it fits: Teams that want automated pulls with minimal setup and value template dashboards inside Sheets. Cirrus Insight stands out if you also need admin controls and a broader Salesforce productivity platform.
Google Sheets + Salesforce integration gives your team faster access to CRM data in a tool they already know. You can explore pipeline metrics, build ad hoc reports, and collaborate without heavy setup or developer time.
Automated refresh keeps numbers current so leaders make decisions with confidence. The result is cleaner reporting with less manual work.
Business benefits
Team benefits
To keep Sheets accurate without extra admin work, combine your connector with Salesforce Sync so emails, events, and tasks flow into Salesforce for standard reporting.
If you want these benefits with the least setup, choose a dedicated connector like Cirrus Insight for automated refresh, reporting-ready templates, and admin-grade controls that scale with your team.
It helps teams analyze, share, and act on CRM data faster. You can build live dashboards, automate reports, and reduce manual exports, using a tool your team already knows.
Most connectors handle automation without requiring AI scripts. Cirrus Insight’s smart scheduling keeps data current automatically, reducing the need for technical setup.
Cirrus Insight, Coefficient, and Google’s native connector all enable scheduled refresh. Cirrus Insight offers the most reliable automation with built-in templates and transparency for admins.
Yes. Salesforce connects to Sheets through native add-ons like Google’s Data Connector or dedicated tools like Cirrus Insight, which provide scheduled updates and admin controls.
Yes. Salesforce integrates with Google Workspace apps such as Gmail, Calendar, and Sheets to streamline workflows and reduce time spent switching between platforms.
Install a connector that supports your CRM (like Cirrus Insight for Salesforce), then authorize access and select the data you want to import. Most setups take just a few minutes.
Yes. Responses from Google Forms can be routed into Salesforce through automation tools or middleware, letting teams capture leads and survey results directly in their CRM.