How to Export Salesforce Pipeline to Google Sheets with N8n

Dashboard > + > New Workflow

Create New Workflow

Start a fresh N8n workflow for your daily pipeline export. This workflow will run on a schedule and handle all the data processing.

1. 1Click the + button in the top left of N8n dashboard
2. 2Select 'New Workflow' from the dropdown
3. 3Name it 'Salesforce Pipeline Export'
4. 4Click 'Save' in the top right

Nodes > Trigger > Schedule Trigger

Add Schedule Trigger

Set up a cron trigger to run every morning at 8 AM. This ensures your team gets fresh pipeline data before their workday starts.

1. 1Click the + icon next to the Start node
2. 2Select 'Schedule Trigger' from the Trigger section
3. 3Set Mode to 'Every X' and choose 'Day'
4. 4Set Hour to '8' and Minute to '0'
5. 5Click 'Execute Node' to test

Nodes > Regular > Salesforce

Connect Salesforce Node

Add the Salesforce node to query your CRM data. You'll authenticate and configure it to pull open opportunities.

1. 1Click + after the Schedule Trigger
2. 2Search for 'Salesforce' and select it
3. 3Choose 'Search' as the operation
4. 4Click 'Create New' next to Credentials
5. 5Enter your Salesforce username and password plus security token

Salesforce Node > Parameters

Configure Opportunity Query

Set up the SOQL query to fetch open opportunities with the fields your team needs in the Google Sheet.

1. 1Set Resource to 'Search'
2. 2In the 'Query' field, enter: SELECT Id, Name, Amount, StageName, CloseDate, AccountId, OwnerId FROM Opportunity WHERE IsClosed = false
3. 3Set 'Return All' to true
4. 4Click 'Execute Node' to test the query

Nodes > Data > Code

Add Data Processing

Transform the Salesforce data into a format Google Sheets can handle. This step cleans up field names and formats currency values.

1. 1Click + after the Salesforce node
2. 2Select 'Code' from the Data section
3. 3Choose 'Run Once for All Items'
4. 4Paste the data transformation code in the editor
5. 5Click 'Execute Node' to see the formatted output

Nodes > Regular > Google Sheets

Connect Google Sheets

Authenticate with Google Sheets and prepare to write your pipeline data to the target spreadsheet.

1. 1Click + after the Code node
2. 2Search for 'Google Sheets' and select it
3. 3Choose 'Append' as the operation
4. 4Click 'Create New' next to Credentials
5. 5Follow the OAuth flow to connect your Google account

Google Sheets Node > Parameters

Configure Sheet Details

Point N8n to your target Google Sheet and specify which tab to write the pipeline data to.

1. 1Paste your Google Sheet ID from the URL
2. 2Set 'Range' to 'Sheet1!A:H' (adjust columns as needed)
3. 3Toggle 'Data Starts on Row 2' to true
4. 4Set 'Value Input Mode' to 'User Entered'
5. 5Map each field from the Code node output

Google Sheets Node > Clear Operation

Clear Previous Data

Add a step to clear yesterday's data before appending new rows. This prevents your sheet from growing infinitely.

1. 1Add another Google Sheets node before the append step
2. 2Set operation to 'Clear'
3. 3Use the same Sheet ID and credentials
4. 4Set Range to 'Sheet1!A2:H1000'
5. 5Connect this node between Code and the Append node

Node > Right Click > Add Error Handler

Add Error Handling

Wrap critical nodes in error handling so the workflow doesn't break when Salesforce is down or rate limits hit.

1. 1Right-click the Salesforce node
2. 2Select 'Add Error Handler'
3. 3Choose 'Continue on Fail' from the dropdown
4. 4Add a 'Send Email' node to the error path
5. 5Configure it to notify you when the export fails

Bottom toolbar > Execute Workflow

Test Complete Workflow

Run the entire workflow end-to-end to verify data flows correctly from Salesforce to your Google Sheet.

1. 1Click 'Execute Workflow' at the bottom
2. 2Watch each node turn green as it processes
3. 3Check your Google Sheet for the exported opportunities
4. 4Verify column headers and data formatting look correct
5. 5Save the workflow when test succeeds

Top right toggle > Activate

Activate Scheduled Run

Turn on the workflow so it runs automatically every morning at 8 AM without manual intervention.

1. 1Click the toggle switch at the top right of the workflow
2. 2Confirm the activation in the popup dialog
3. 3Check the 'Executions' tab to see the schedule registered
4. 4Set up webhook notifications if you want alerts on failures

Drop this into an n8n Code node.

// Format currency and dates in Code node
for (const item of items) {
  item.json.Amount = item.json.Amount ? `$${Number(item.json.Amount).toLocaleString()}` : '$0';

// Format currency and dates in Code node
for (const item of items) {
  item.json.Amount = item.json.Amount ? `$${Number(item.json.Amount).toLocaleString()}` : '$0';
  item.json.CloseDate = item.json.CloseDate ? new Date(item.json.CloseDate).toLocaleDateString('en-US') : '';
  item.json.DaysToClose = item.json.CloseDate ? Math.ceil((new Date(item.json.CloseDate) - new Date()) / (1000 * 60 * 60 * 24)) : '';
}
return items;