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Question

How to automate task creation in Salesforce using Zapier and Google Sheets

  • May 21, 2025
  • 4 replies
  • 44 views
Z

Hi, 

 

I am completely new to Zapier and trying to create a task in my salesforce (Practifi) environment. In testing it worked for one new task. I published the zap and tired to create 10 new tasks(records). The trigger is a column/cell in Google Sheets. The idea being when I fill in that cell it will push the task creation through Zapier. My spreadsheet was filled in with all the info we need to get to each task. I ideally would like to put an “X” in the trigger column and once that is filled in with “X” it will then zap! 

 

Any guidance will be much appreciated! 

 

Thank you!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34005 replies
  • May 21, 2025

Hi ​@zapnewuser 

For us to have more info, post these screenshots:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode with the field mappings visible
  • the top 3 rows of your GSheet worksheet being used
⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Z
  • zapnewuser
  • Author
  • New
  • 1 reply
  • May 22, 2025

Hi ​@Troy Tessalone - I am going to just begin again from scratch. 

 

The zap is stuck trying to find the record it says error and i have tried a few ways. One question, I will have up to 20 rows that will be tasks that need to be created. 

 

Ideally the zap will find the correct HH either by name or ID. Create a task with a title/subject, description, status, due date, and assigned to a team member. We will have filled out this google sheet and once everything is updated I want to update the “push to salesforce” column and have that be the trigger to push all the tasks into the hh record. Which I understand may require a filter logic? 

 

Is this kind of thing out of the bounds of what zap can do? 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34005 replies
  • May 22, 2025

​@zapnewuser 

Try these Zap steps:

  1. Trigger: GSheets - New or Updated Row
  2. Action: Filter
    1. Check that “Push to Salesforce” is not empty
  3. Action: Salesforce - Create Record

 

If you are still having issues, for us to have more info, post these screenshots:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode with the field mappings visible
  • any encountered errors when testing Zap steps

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9662 replies
  • June 13, 2025

Hi there, ​@zapnewuser 👋

How did you get on with the trigger and actions Troy suggested for this? Did they do the trick?

Want to make sure you’re Zap is up and running, so let us know how it went. Happy to lend a hand if you got stuck at all! 🙂

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