How long does it take to connect Salesforce to Google Sheets with Brooked?

Setup takes ~3 minutes. Install Brooked from the Google Workspace Marketplace, authorize Salesforce via OAuth or API key, choose what to sync, and you're live.

Does Brooked support two-way sync between Google Sheets and Salesforce?

Yes. Brooked supports two-way sync on every database and warehouse connector — read live data into Sheets and write changes back to Salesforce. Audit logs capture every write.

Can I schedule automatic refreshes of Salesforce data into Google Sheets?

Yes, on the Pro plan. Schedule imports to refresh hourly, daily, or weekly. The data updates automatically in your spreadsheet without any manual action.

How much does the Salesforce integration cost?

Free tier: 100 imports per month, AI Analyst included, no credit card. Pro: $29 per user / month with unlimited imports, Claude & OpenAI, scheduled auto-sync, Python sandbox, and alerts. Enterprise: custom pricing with SSO, SAML, and dedicated support.

Is the Salesforce connection secure?

Yes. Brooked uses OAuth 2.0, API keys, or key-pair authentication depending on the source. Credentials are encrypted at rest and in transit, never stored in plain text. Brooked is a verified Google Workspace app.

All integrationsCRM & Sales

Live~3 minutes

Salesforce → Google Sheets

Sync Salesforce opportunities, accounts, and reports into Google Sheets for pipeline and revenue reporting.

Connect Salesforce Read setup guide ↓

OAuth 2.0 · Read-only by default · No data stored

sheets.google.com — Salesforce import

Live

Salesforce data

Sheet2

	id	name	value	updated_at
1	1	Alpha	$12,400	2025-04-01
2	2	Beta	$9,820	2025-04-02
3	3	Gamma	$7,650	2025-04-03
4	4	Delta	$6,100	2025-04-04

Connected toSalesforce

Synced

~3 minutesSetup time

OAuth 2.0Authentication

15 minutesMin sync interval

Read-onlyDirection

Capabilities

Everything in the Salesforce connector

6 built-in capabilities — from live queries to scheduled syncs and AI-powered data analysis.

Import accounts, opportunities, contacts, leads, and reports into Sheets

Pick standard objects from a list, choose a saved report, or run your own SOQL

Scheduled syncs for live pipeline and forecast reporting

Secure OAuth 2.0 connection to your Salesforce org

AI agent can query your Salesforce data and answer in plain English

Technical details

Built for IT teams to approve in one read

Every connection is read-only by default. Credentials are encrypted at rest. Brooked is a verified Google Workspace app.

Authentication: OAuth 2.0 (Salesforce)
Connected objects: Accounts · Opportunities · Contacts · Leads · Reports · Custom Objects
Query options: Pick standard objects, a saved report, or run SOQL
Write-back: Not supported (read-only)
Min sync interval: 15 minutes
Editions: Requires an API-enabled edition (Enterprise, Unlimited, Developer; Professional with the API add-on)
Data residency: Read-only — data flows directly to your Sheet

Setup guide

Connect in 3 steps

From install to your first live query in under 5 minutes. No engineering help required.

Get started free

Install the extension

Add Brooked from the Google Workspace Marketplace.

Connect Salesforce

Authorize with your Salesforce org via OAuth to grant read access to your CRM data.

Choose an object or report

Select accounts, opportunities, contacts, or leads, pick a saved report, or run SOQL — then import into your destination sheet.

Need help? Visit support →

Full step-by-step guide

How to Connect Salesforce to Google Sheets

Every realistic way to get Salesforce data into Google Sheets in 2026 — manual report exports, Data Loader, Zapier, Apps Script with SOQL, and a no-code connector — plus the API-edition gotcha that blocks most setups.

Read the full guide

Use cases

How teams use Salesforce + Brooked

From finance reporting to real-time operations dashboards — see what your team can build.

Pipeline and forecast reporting

Pull opportunity stage, amount, and close date into a Sheet for weekly pipeline and forecast reviews.

Live in Google Sheets

Salesforce → Sheets · auto-refresh

Available functions

Query Salesforce from a cell

Five built-in sheet functions — from natural-language queries to raw SQL and AI-powered KPI cells. No coding required.

=BRKD_QUERY("Salesforce", "open deals by stage and owner")

Ask a natural-language question against any connected data source. Returns a table of results that spills into adjacent cells.

=BRKD_QUERY("Salesforce", "open deals by stage and owner")

Also supported

More CRM & Sales integrations

HubSpot

Live

Connect HubSpot to Google Sheets — sync contacts, deals, and CRM data

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Get your spreadsheet hours back

Brooked sets up in seconds. Your team is querying live data before lunch.