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  • How do I automatically rename a copied Google Sheets tab based on a Salesforce account in Zapier?

I’m making a Zap that copy’s a template in google sheets that I have containing all our onboarding steps required for an account that is closed won in salesforce (trigger)… I’m getting the template to copy but it is just getting named as ‘Copy of Template’ in my google sheet worksheet and I want that tab to be named after the salesforce account that just closed… any where I’m missing that I could automatically change this name in my zap?

Hi @Woozie83 

You may have to explore using the GSheets API to rename the copied worksheet.

Options:

  • Custom Action (w/ AI)
  • API Request

 

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