Hi there,
I want to be able to pull particular values from google sheet, if the criteria on the opportunity meets. Basically a workflow update, but pullin the update from google sheets. An example would be that if Mode of Opportunity = Rail and Trade Lane is Asia to Europe, Amount should be £500.
Is there a way I can do this?
Thanks,
Ash
We’ve done this by treating the Google Sheet like a simple pricing/rules lookup table and then updating Opportunities based on a match. The clean Salesforce-native way is a Flow that calls out to an API (or a small service) to fetch the matching row, but if you don’t want to build that, an integration tool can do it on a schedule or near-real-time.
In our case we used Skyvia: read the Sheet, match on fields like Mode + Trade Lane, and update Amount on the Opportunity when criteria matched. Just make sure you define what happens when there’s no match and how you handle conflicts if reps edit Amount manually. You can find more information here.
