Spreadsheets. Many people don't like them they require manual input of values, inserting formulas, and calculations. But spreadsheets in a way are the backbone of most projects, billing and accounting. Being able to extrapolate data from a spreadsheet and use it to populate another document or account, could potentially save a lot of time. Thing is, that you don't have to do it 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 see how Google Sheets and Eloqua can be combined, to transfer and update data between each other. We came up with a simple workflow that will show you how an update in GSheets could trigger new contact creation in Eloqua.
Let's get to work. Our pipeline starts with a trigger. It will set itself in motion once a specific change has been 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 do 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.
Next, each and every contact Cloudpipes finds based on the above criteria, will be subsequently updated with more information.
If, by any chance, our search comes empty, then our pipeline will go on to create new Eloqua contacts, and populate them with the needed information.
This is just one instance of using Google Sheets and Eloqua together. Many more cases can be found where these tools can work in perfect synchronizations. We'd love to hear how you're using them in combination with Cloudpipes.
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