How to Import Event Leads from Google Sheets to Salesforce with Pipedream

Pipedream Dashboard > New Workflow

Create New Pipedream Workflow

Go to pipedream.com and click 'New Workflow' in the top right. You'll see a blank canvas with a trigger step already added. This is where you'll configure the Google Sheets polling trigger to watch for new rows.

1. 1Click 'New Workflow' button
2. 2Name your workflow 'Event Lead Import'
3. 3Click the default trigger step to configure it

Trigger Step > Choose App > Google Sheets

Configure Google Sheets Trigger

In the trigger configuration, search for 'Google Sheets' and select 'New Row Added'. This trigger polls your sheet every 15 minutes by default. You'll need to connect your Google account and select the specific spreadsheet containing your event leads.

1. 1Search for 'Google Sheets' in the app list
2. 2Select 'New Row Added (Instant)' trigger
3. 3Click 'Connect Account' and authorize Google
4. 4Choose your event leads spreadsheet from the dropdown

Google Sheets Trigger > Configuration

Select Sheet and Configure Polling

Choose the specific worksheet tab containing your leads data. Set the polling interval to 10 minutes if you need faster detection of new leads. The trigger will remember the last processed row to avoid duplicates.

1. 1Select the worksheet tab (usually 'Sheet1' or 'Leads')
2. 2Set 'Check for changes every' to 10 minutes
3. 3Enable 'Include column headers' checkbox
4. 4Click 'Save and Continue'

Workflow > + Add Step > Salesforce

Add Salesforce Step

Click the + button below your trigger to add a new step. Search for Salesforce and select 'Create Record'. This action will create a new lead record for each row detected in your Google Sheet.

1. 1Click the + button to add a step
2. 2Search for 'Salesforce' in the apps list
3. 3Select 'Create Record' action
4. 4Choose 'Lead' as the object type

Salesforce Step > Connect Account

Connect Salesforce Account

Click 'Connect Account' and log into your Salesforce org. Pipedream needs Create and Read permissions on Lead objects. After connecting, you'll see all available Lead fields for mapping in the configuration panel.

1. 1Click 'Connect Account' button
2. 2Enter your Salesforce username and password
3. 3Click 'Allow' to grant Pipedream permissions
4. 4Select your connected account from the dropdown

Salesforce Step > Field Mapping

Map Required Lead Fields

Map the required fields first: Last Name and Company. Click each field and select the corresponding column from your Google Sheet trigger data. Salesforce requires these two fields minimum for lead creation.

1. 1Click 'Last Name' field and select the name column from your sheet
2. 2Click 'Company' field and select the company column
3. 3Map 'Email' to your email column
4. 4Set 'Lead Source' to 'Trade Show' (static value)

Salesforce Step > Field Mapping > Optional Fields

Map Additional Lead Fields

Map optional fields like First Name, Title, Phone, and Lead Status. Use static values where appropriate - set Lead Status to 'New' and Lead Source to your event name for proper attribution.

1. 1Map 'First Name' to your first name column
2. 2Map 'Title' to job title column if available
3. 3Map 'Phone' to phone number column
4. 4Set 'Status' to 'New' (static value)
5. 5Set 'Lead Source Detail' to your event name

Workflow > + Add Step > Code

Add Duplicate Check Logic

Add a code step before Salesforce to check for existing leads by email. This prevents creating duplicate records when you re-run the import. The code queries Salesforce and skips creation if a lead with that email already exists.

1. 1Click + to add a step between Sheets and Salesforce
2. 2Select 'Node.js' code step
3. 3Paste the duplicate check code
4. 4Drag this step above the Salesforce step

Salesforce Step > Advanced > Conditional Execution

Add Conditional Salesforce Creation

Modify your Salesforce step to only run when the duplicate check returns 'create'. Click the Salesforce step settings and add a condition that checks the previous code step's output.

1. 1Click the gear icon on your Salesforce step
2. 2Enable 'Conditional Execution'
3. 3Set condition to 'steps.code.action === "create"'
4. 4Save the condition

Workflow > Test > Deploy

Test and Deploy Workflow

Click 'Test' to run your workflow with sample data from your sheet. Check that leads are created correctly in Salesforce with all mapped fields. Then deploy the workflow to start automatic polling.

1. 1Click 'Test' button in the top right
2. 2Verify the test creates a lead in Salesforce
3. 3Check all field mappings are correct
4. 4Click 'Deploy' to activate polling

Add this Node.js code step before Salesforce to check for duplicate leads by email and skip creation if they already exist. Paste this in a code step between your trigger and Salesforce action.

import { SalesforceApi } from '@salesforce/salesforce-api'
export default defineComponent({
  async run({ steps, $ }) {

import { SalesforceApi } from '@salesforce/salesforce-api'

export default defineComponent({
  async run({ steps, $ }) {
    const email = steps.trigger.event.Email
    
    if (!email) {
      return { action: 'create', reason: 'No email to check' }
    }
    
    // Query existing leads by email
    const query = `SELECT Id, Email FROM Lead WHERE Email = '${email}' LIMIT 1`
    
    try {
      const response = await axios({
        method: 'GET',
        url: `${steps.salesforce.$auth.instance_url}/services/data/v54.0/query`,
        headers: {
          'Authorization': `Bearer ${steps.salesforce.$auth.oauth_access_token}`,
          'Content-Type': 'application/json'
        },
        params: { q: query }
      })
      
      if (response.data.totalSize > 0) {
        console.log(`Duplicate found for ${email}, skipping creation`)
        return { 
          action: 'skip', 
          reason: 'Lead with this email already exists',
          existingId: response.data.records[0].Id 
        }
      }
      
      return { action: 'create', reason: 'No duplicate found' }
      
    } catch (error) {
      console.error('Duplicate check failed:', error.message)
      // Create anyway if check fails
      return { action: 'create', reason: 'Duplicate check failed, creating anyway' }
    }
  }
})