Spreadsheets. Many people don't like them as they usually require manual input of values, formulas, and calculations. Nevertheless, spreadsheets are likely to be the backbone of most projects. Being able to extrapolate data from a spreadsheet and using it to create another document or account could potentially save a lot of time. However, this is usually carried out manually. With the right workflow automation solution this could be achieved in no time, saving you and your company time and resources.
Today, we're going to explain how Google Sheets and Eloqua can be connected in order to transfer and update data between each other. We will present a simple workflow that will show you how an update in GSheets can trigger a new contact creation in Eloqua.
Let's begin. Our pipeline starts with a trigger. It will set itself in motion once a specific change is made to a row.
Although we chose to define transfer of ownership as a trigger-specific event, we can always add more conditions in order to separate the results of our query.
From there we'll run a search for contacts in Eloqua, based on email, and ordered by company.
We could make our query more targeted by using regular expressions and additional conditions.
Following that, each and every contact Cloudpipes finds based on the above criteria will subsequently be updated with more information.
If our search comes empty, then our pipeline will go on to create new Eloqua contacts, and populate them with the required information.
This is just one example of using Google Sheets and Eloqua together. There are many more configurations where these tools can work in perfect synchronization. We'd love to hear how you're using these tools in combination with Cloudpipes.
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