Ops

Auto-Create Enriched Salesforce Contacts: A Google Sheets Automation Workflow

Build a no-code Workato recipe that watches a Google Sheet for new leads, enriches each row via Lusha using whatever identifiers you have, then creates a Contact in Salesforce with the enriched fields mapped in automatically.

Auto-Create Enriched Salesforce Contacts: A Google Sheets Automation Workflow video thumbnail
Built by: Lusha
Time to build: 7 min
Difficulty: Easy
Tools: Google SheetsLushaSalesforceWorkato
Type: Template

Why this works

Sheets are where leads often land first: webinar lists, partner uploads, form exports, event scans. The problem is what happens next—someone has to clean, enrich, and re-enter the data into Salesforce.

This play removes the handoff. A row becomes the trigger, Lusha fills the gaps, and Salesforce gets a usable record without anyone doing the research step.

What you get

A simple pipeline that:

  • Pulls new rows from Google Sheets
  • Enriches contacts through Lusha (email, phone, LinkedIn URL, title, company context)
  • Creates Salesforce Contacts automatically
  • Keeps Salesforce cleaner and faster to work from

Google Sheets structure

Required: at least one identifier (any of these works)

  • First name + last name + company name
  • First name + last name + company domain
  • Email
  • LinkedIn URL

Tip: Email or LinkedIn URL usually gives the cleanest match. Name + company works when that’s all you have.

How to set it up

01

Set up the Google Sheets trigger in Workato

  • In Workato, choose Google Sheets as your source
  • In Setup, select:

    • the spreadsheet
    • the specific sheet/tab
  • Confirm the columns include at least one of the supported identifier combos
02

Connect Lusha and map the input fields

  • Add the Lusha step
  • Under Connection, click Add New Connection
  • Paste your Lusha API key (from your Lusha dashboard → API page)
  • In Setup, map your sheet columns into Lusha’s optional fields:

    • email / LinkedIn URL, or
    • first name / last name / company name (or domain)
03

 Create the Salesforce record

  • Add Salesforce as the destination step
  • Action: Create Record
  • Connect your Salesforce account
  • In Setup:

    • Choose Contact as the object
    • Map Lusha outputs into Salesforce fields (name, title, phone, email, company/account fields as needed)
04

Test the loop

  • Add a test row in the sheet
  • Run the recipe once
  • Confirm:

    • Lusha returns data as expected
    • Salesforce Contact is created with the right mappings

What to do next

  • Add dedupe logic (search Salesforce first; update if contact exists)
  • Add a quality gate (only create a Contact if key fields are present)
  • Add routing (assign owner/territory based on domain, region, or segment)
  • Add a Slack alert for “high-fit” rows

The goal: spreadsheet leads become Salesforce-ready contacts automatically—fast, consistent, and clean.

No FAQ items available at this time.

Ready to run this?

One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.