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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking leads with no activities in Salesforce is crucial for sales teams to identify missed opportunities. By importing this data into Google Sheets, you can create custom follow-up workflows and ensure no lead falls through the cracks.
This guide shows you how to bring your “Leads with No Activities” report from Salesforce directly into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to Salesforce
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Step 2:
Use the Coefficient sidebar to select Import from Salesforce and choose Reports
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Step 3:
Select the Leads with No Activities report from the available options
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Step 4:
Configure any filters and import the data to your Google Sheet
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Step 5:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import Leads with No Activities Report
Step 1: Install Coefficient and Connect to Salesforce
- Open Google Sheets and create a new spreadsheet or open an existing one
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click on Extensions > Coefficient > Launch to open the sidebar
- In the Coefficient sidebar, click “Import Data”
- Select “Salesforce” from the list of available connectors
- Follow the authentication prompts to connect your Salesforce account
Step 2: Import the Leads with No Activities Report
- In the Coefficient sidebar, select “Import from Reports”
- Browse through the available reports or use the search function to find “Leads with No Activities”
- Select the “Leads with No Activities” report from the list
- Review the report preview to ensure it contains the data you need
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- After importing your data, click on the “Refresh” button in the Coefficient data card
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your Leads with No Activities report will update automatically according to your schedule, ensuring your team always has the most current data for follow-up.
Available Salesforce Reports and Objects
Coefficient allows you to import various Salesforce reports and objects. Here’s a list of what’s available:
Reports
- Opportunity Pipeline
- Leads by Source
- Leads by Owner
- Converted Leads
- Open Leads
- Leads with No Activities
- Recently Created Leads
- Recently Modified Leads
- Account History
- Contact History
- Opportunities by Owner
- Opportunities by Stage
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Frequently Asked Questions
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