Sync Salesforce Pipeline to Google Sheets Dashboard

1. 1

   Set up Zapier trigger on Salesforce Opportunity (updated)

2. 2

   Map Salesforce fields to Google Sheets columns (deal name, stage, amount, close date, owner)

3. 3

   Use Zapier Formatter to calculate days in stage

4. 4

   Write or update row in Google Sheets using Opportunity ID as unique key

5. 5

   Add Google Sheets formula row for total pipeline by stage

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Zapier Steps:
1. Trigger: Salesforce > Updated Opportunity
2. Filter: Only include open opportunities (Stage != "Closed Won" AND != "Closed Lost")
3. Formatter: Calculate days in current stage
4. Google Sheets: Update Spreadsheet Row (search by Opportunity ID)
5. Paths: If new opp, create row; if existing, update row