Your RevOps Workbench Features
Salesforce reporting and Import Wizard, AI builders, model wizards, Company List Builder, Webhook Manager, Provider Locker, and execution menus—all inside Google Sheets.
Key Features at a Glance
Salesforce Reporting & Imports
Manage Connection, Report Browser, Import Wizard, Connected Sheets, Manual Query Builder, AI Report Writer, and one-click refresh. Pull live Salesforce data into Sheets without CSV exports.
Build a Model Library
Build revenue models in seconds. Waterfall analysis, capacity stress tests, pipeline coverage, SDR diagnostics, GRR cohort analysis, territory planning, and more — generated from your live data.
Intelligent Matching & Dedupe
Match 2 Sheets, Deduplicate, and Account Hunter use graph-aware matching with reason chips that explain every decision.
Provider Locker + Web Research
Waterfall enrichment with 9+ providers. BYO Provider Locker — connect Apollo via OAuth, People Data Labs, or FullEnrich. Background processing for large jobs.
45+ Data Transforms
Clean, normalize, and infer meaning from your data. Domains, company names, phones, territories—no formulas needed.
Company List Builder
Search FoundryGraph company filters, preview rows in the sidebar, and export targeted company lists directly into a worksheet tab.
Execution Layer
Push contacts to sequencers, LinkedIn outreach, and autodialers with Sequencer Export, HeyReach, and JustCall.
AI Flow Builder
Guided wizard coaches you through record-triggered Salesforce automations. Validates against live metadata and deploys as Draft only.
GRR Model Builder
Build Gross Revenue Retention cohort analysis from Salesforce Opportunity data. Finance-approved methodology for RevOps and FP&A.
Schedule Manager + Webhook Ingest
Schedule Salesforce workbook refresh and push data from Zapier, Make, n8n, or any HTTP client directly into a Sheet via webhook URL.
1. Intelligent B2B Matching & Deduplication
Powered by FoundryOne™ and the Foundry Graph™—the same intelligence platform used across all FoundryOps products.
Lead-to-Account Matching
- Multi-algorithm fuzzy matching with confidence scoring
- Graph-based relationship detection (4.9M+ companies, 3.2M+ LEI-verified, 290K+ parent/subsidiary links)
- Configurable profiles: balanced, high_precision, high_recall, leads_to_accounts
- Handles variations in company names, addresses, and contact data
Smart Deduplication
- Duplicate likelihood scoring (0-1) with similar record locations
- Intelligent dedup keys combining company, name, and location
- Batch processing for large datasets (10K+ rows)
- Works across sheets and within single datasets
Key Differentiator: Powered by the Foundry Graph with 4.9M+ companies, 3.2M+ LEI-verified, 290K+ parent/subsidiary links, and 69K+ domain mappings. Most tools rely on simple string matching—FoundryOne uses corporate intelligence.
2. Native Salesforce Integration
Only Google Sheets add-on with a full SOQL builder and bi-directional sync. Keep Salesforce and Sheets perfectly in sync—no CSV exports required.
Visual SOQL Query Builder
- Drag-and-drop interface - no code required
- Real-time field discovery - browse all objects and fields
- Smart validation with suggested fixes
- Pre-built templates: Pipeline by Stage, Meetings This Week, Renewals in 90 Days
- Full SOQL support - relationships, aggregations, subqueries
Refresh & Scheduling
- Manual refresh - on-demand for single sheets
- Refresh all - sync multiple sheets at once
- Scheduled automation - daily/hourly/cron based on tier
- Free: 2 schedules, daily only
- Pro: 20+ schedules, hourly/cron support
Data Push & Import Wizard
- Visual field mapping with smart suggestions
- Data validation before push (type checking, required fields)
- Bulk upsert operations with external ID matching
- Campaign member management directly from Sheets
- Preview mode - see changes before committing
Enterprise Security
- AES-256 encryption for OAuth tokens
- Automatic token refresh - no manual re-auth
- Audit logging - every push tracked with timestamp
- Sandbox & production environment support
- Emergency kill switch - revoke all tokens instantly
Key Differentiator: Only Google Sheets add-on with a full SOQL builder—no code required, but power users can write raw queries. Enterprise-grade security with SOC 2-ready audit trails.
Free includes Connected Sheets, Manual Query Builder, and one-click refresh. Pro adds scheduled refresh, AI Query Builder, Flow Builder access, and GRR modeling.
2.5. AI Flow Builder
BETADon't know where to start? Our guided wizard coaches you through building record-triggered automations — step by step. Designed for RevOps: entry → decisions → field updates. Validates against live metadata and deploys as Draft.
How It Works
- Select Object — Lead, Contact, Account, Opportunity, or Case
- Describe in English — "When Lead created, set Rating to 'Cold' if blank"
- Review Plan — See trigger events, conditions, and actions
- Deploy as Draft — Flow lands in Setup, never auto-activates
Safety Guards
- Draft-only deployment — review in Setup before activation
- Metadata validation — fields, picklists, record types checked
- Blind update protection — blocks flows that overwrite on every edit
- Namespace isolation — FO_* prefix prevents conflicts
Beta Status: AI Flow Builder is in Beta. We recommend testing in sandbox orgs first. Free includes 3 lifetime trial runs; Pro and Unleashed include it with a connected Salesforce org. Access via Salesforce menu → Flow Builder (Beta).
2.6. GRR Model Builder
PROBuild board-ready Gross Revenue Retention cohort analysis from Salesforce Opportunity data. For RevOps and FP&A teams tracking retention metrics.
What It Builds
- Cohort Pivot Table — GRR % at M3, M6, M12+
- Customer-Level Detail — status (Active/Churned/Reactivated)
- Data Quality Panel — flags issues (missing dates, inferred cohorts)
- Methodology Documentation — explains all assumptions
Key Features
- Handles messy data — missing end dates, mixed currencies, gaps
- Finance-approved math — monotonically non-increasing curves
- Transparent assumptions — every row carries provenance flags
- Scales to 100k+ line items — streaming architecture
Key Differentiator: Board-ready GRR cohort analysis from Salesforce in under 5 minutes — no SQL, no data exports, no spreadsheet formulas to maintain. Upsells don't mask churn. Access via Models menu → GRR Cohort Analysis.
3. RevOps Model Templates
Build planning workbooks in seconds. Waterfall analysis, capacity stress tests, pipeline coverage, SDR diagnostics, territory planning, partner overlap, and more — generated from your live data via the Models menu.
Planning Templates
- Waterfall — funnel conversion + stage math
- Capacity — headcount, ramp, quota, attainment
- Coverage — pipeline timing + gap to target
- SDR diagnostic — efficiency and throughput
GTM Ops Templates
- Territory planner — tiering + routing inputs
- Market finder — segment discovery
- Partner overlap — ecosystem / channel analysis
- GRR cohort analysis — retention template (Pro)
What You Get
- Complete workbook — tabs, assumptions, and formulas
- Safe by default — creates new tabs (doesn't overwrite your sheet)
- Refreshable — re-run against updated data
- Readable — consistent formatting and labeling
AI Report Writer
- Natural language queries — "Show me pipeline by stage this quarter"
- Auto-generated charts — visualizes data based on your question
- Shareable insights — export to slides or docs
- Free: 5K rows | Pro: 50K rows | Unleashed: 500K rows
Key Differentiator: Templates are deterministic: you get the same structure every time, with transparent assumptions and refreshable outputs.
4. B2B Data Enrichment
Fill missing contact and company data with our waterfall enrichment system. Background processing for large jobs — close the sidebar, results still land.
BYO Provider Locker
- Apollo via OAuth — secure connection, no API key rotation needed
- People Data Labs — company & contact enrichment
- FullEnrich — waterfall across 9+ providers with your API keys
- FoundryGraph — 4.9M+ companies, corporate hierarchy, domain mappings
- Nimbleway — web data collection Beta
- Instantly — push contacts to email sequences
- Smartlead — push contacts to email sequences
- Amplemarket — B2B enrichment and sequence enrollment
- HeyReach — LinkedIn outbound campaigns
- JustCall — sales dialer, SMS, and WhatsApp campaigns
Background Processing
- Close and go — large jobs (>100 rows) run asynchronously
- Auto-populate — results land via 5-minute poller
- Email notifications — get notified when jobs complete
- Progress tracking — row-level results and status
Smart Credit Management
- Skip already-enriched — don't burn credits on re-runs
- Force re-enrich — toggle for intentional overwrites
- Waterfall stops — enrichment stops when data is found
- Client-side batching — handles 1000+ row jobs efficiently
Data Types
- Contact enrichment — phone, email, title, work history
- Company enrichment — industry, size, tech stack, funding
- Corporate hierarchy — parent/subsidiary relationships
- Unleashed tier | Provider Locker included
Key Differentiator: Apollo OAuth means no API key rotation — connect once, stay connected. Background processing means you can close the sidebar and get back to work. Skip already-enriched prevents wasted credits on re-runs.
5. Execution Layer: The Last Mile of GTM
NEWFoundryOps doesn't send emails, make calls, or deliver messages — your execution tools do. We move the right contacts into the right campaign, directly from Sheets.
Push to Sequences
Activate email outreach from Sheets. Select an existing campaign, push in bulk, run asynchronously, and write results back to the sheet.
- Pick a campaign from the sidebar — browse your Instantly or Smartlead campaigns
- Push in bulk (async) — large sends run in the background
- Per-row results — see which contacts were added and status
- Write back to sheet — campaign IDs and timestamps logged
Supports Instantly and Smartlead.
Push to Sales Dialers
Launch call, SMS, and WhatsApp outreach directly from Sheets. Select a prepared list, choose an existing dialer campaign, and activate in bulk — no CSV exports, no manual imports.
- Bulk push to call, SMS, and WhatsApp campaigns
- Phone validation and normalization before send
- Async background processing for large lists
- Per-row delivery status written back to the sheet
- Completion notifications when jobs finish
Supports JustCall (BYO account).
Key Differentiator: From list to launch — enrich contacts, then push them to call, SMS, WhatsApp, or email campaigns without leaving Sheets. No CSV exports, no tab switching, no manual imports.
6. Webhook Ingest
NEWPush data from any automation tool directly into Google Sheets via a webhook URL. No polling, no CSV exports — just HTTP POST and the data lands.
How It Works
- Create a webhook in the add-on Webhook Manager
- Copy the URL and paste it into Zapier, Make, n8n, or any HTTP client
- POST JSON payloads — rows are written to your target Sheet tab
- Automatic header management — columns created from JSON keys
Write Modes
- Append mode — new rows added below existing data
- Replace mode — clear and rewrite on each payload
- Retry on rate limits — automatic backoff for Google Sheets API
- Ingest history — view past payloads and delivery status
Tier Limits
- Free: 1 webhook, 1K rows/month, 24h history
- Pro: 5 webhooks, 25K rows/month, 14d history
- Unleashed: 25 webhooks, 250K rows/month, 30d history
Use Cases
- Zapier / Make triggers — form submissions, CRM events, alerts
- n8n workflows — ETL pipelines landing in Sheets
- Custom scripts — any language that can POST JSON
- Event-driven data — real-time data collection without polling
Key Differentiator: No middleware required. Create a webhook URL in the add-on, paste it into your automation tool, and data flows directly into your Sheet. Automatic header management means no manual column setup — just send JSON.
Understanding Transforms vs. Data Enrichment
Transforms
Fix what you already have. Clean, normalize, and parse your existing data—no external data purchased.
- Purpose: Clean, normalize, parse existing data
- Data source: Your sheet data only
- Cost: Included in all plans
- Speed: Instant (local processing)
- Coverage: 100% (uses your data)
"ACME Corp Inc" → "ACME Corp""John Doe" → First: "John" | Last: "Doe"Data Enrichment
Add what you don't have. Fill missing data from premium B2B intelligence providers with 600M+ contacts and 70M+ companies.
- Purpose: Add new external data from enterprise partners
- Data source: 600M+ contacts, 70M+ companies
- Cost: Credit-based (1 credit per match)
- Speed: ~200ms per record (API call)
- Coverage: Variable (depends on PDL match rate)
Simple Rule
Start with Salesforce and core helpers. Upgrade for automation and execution.
The Salesforce Workbench is completely free. Connect one Salesforce org, run reports, refresh workbook data, and work from Connected Sheets with no credit card required. Upgrade to Pro for scheduled refresh, GRR, and Flow Builder. Upgrade to Unleashed for Provider Locker, Social Web Research, and execution.
Free tier: 5,000 rows/month + Connected Sheets, Manual Query Builder, and Account Hunter. Pro starts at $39/mo.