Google Docs + Odoo CRM
Generate Google Docs documents from templates for new Odoo CRM leads
Nurture your new leads swiftly with this Odoo CRM to Google Docs automation. Whenever a new lead is logged in your Odoo CRM, a document will instantly be created in Google Docs. This workflow lets you efficiently keep track of all your new contacts, providing you with an organized system to manage your customer relationships.
Nurture your new leads swiftly with this Odoo CRM to Google Docs automation. Whenever a new lead is logged in your Odoo CRM, a document will instantly be created in Google Docs. This workflow lets you efficiently keep track of all your new contacts, providing you with an organized system to manage your customer relationships.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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New Lead
Triggers on a new lead.
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Create Lead
Creates a lead.
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
DocumentRequired
Find textRequired
Replace text
Match case
