Need to updated a google sheet by pasting new data.
use email field as the record unique value
lfind record in salesforce
update specific fields
Need to updated a google sheet by pasting new data.
use email field as the record unique value
lfind record in salesforce
update specific fields
You want to be careful about deleting existing rows on a Google Sheet and pasting new ones over it - it can affect Zapier’s ability to see the row.
Try deleting the rows once more, turning the zap off then on again and post some new test rows.
Also, keep in mind that there is a 1-2 min delay before the zap will trigger on the new row.
If you’re still having issues, come back here and we’ll troubleshoot some more.
thanks for helping… hope this helps you help me
that isn’t working either. let me put the steps down and some screen shots
When this happens …1. New or Updated Spreadsheet Row in Google Sheets
choose app: Google Sheets
Choose trigger event New or Updated Spreadsheet Row
example record on google sheet
then Find Rocord in salesforce
then use that record to update fields
side note, in antoerh zap that does the same thing when a booking in Schedule once is made to update a status, the Record to udpate field looks like this.
different field name, and when I look for it in my current zap, it isn’t there
I could do this with teh data loader, but that seems to be more wokr than if I can make this happen
I'm going to flag this post for the Zapier Community Team. They should have more insight on this and can escalate to the support team if needed.
Sit tight, and someone will contact you soon.
Hi
First, in the Google sheets trigger, I can see that you’ve set the trigger column to Email - when you adding the new information to the sheet is that column changing? And also, is it changing to a new value each time it changes ie it’s never the same email that has been in that column before.
Second, could I ask if there are any blank rows in the sheet? That can cause Zaps to not work as they should, so if there are any blank rows please turn off the Zap, delete the rows and turn it on again.
And it sounds like your pasting the data in, so you’re not using any formula or lookup/references are you? It doesn’t sound like you are, but I wanted to double check!
The only values that are changing are:
Does this help? really do appreciate the help here
Hi
Was that at the heart of what happened here? Or was there another hurdle that you ran into?
I haven’t solved this one yet
Hi
If you go to your task history, you should see a banner at the top of the page that tells you that you have held tasks and a button that says ‘help me fix it’. If you click on that, it will let you know what to do. I hope that helps!
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