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How to import contacts from Salesforce CRM?

Learn how to import your contacts from Salesforce CRM into Google Sheets to send a mail merge with Gmail from your spreadsheet.

Awesome Table Connectors allows you to import Salesforce data, including your contacts.

 

Prerequisites

  • You have a Salesforce account.
  • You have installed and launched Awesome Table Connectors.
  1. In the Awesome Table add-on Home screen, click Create new request.
    launch-emptyhomescreen.png

    The list of available connectors is displayed.

  2. Open the Salesforce connector.
    01-awesome-table-connector-select-salesforce.png
  3. On the Connect to Salesforce screen, click Sign in with Salesforce.
  4. On the Salesforce authorization screen, enter your username and password and click Log In.
    03-salesforce-login-page-enter-credentials.png

    You are now logged in with the Salesforce connector.

  5. Open the Select data drop-down and select List records.
    salesforce-list-records.png
  6. Open the Salesforce object drop-down and select Contact.
    salesforce-select-contact.png
  7. (Optional) Use the Preview & Select columns feature to choose the columns you need, edit their names, and configure a sort order.
    1. Click Preview & Select columns.
      A new window opens.
    2. Make the changes you want.
    3. Click Save changes.
  8. Click Run to start your request.
info If you are running a request for the first time, the Permission needed pop-up window opens.
done That’s it! You have imported your contacts from Salesforce into your Google spreadsheet. You are now ready to use YAMM to email your contact list!

result-salesforce.png

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