Google Docs + Perspective
Generate Google Docs documents from templates for new leads via funnel in Perspective
Whenever a new lead is captured in Perspective, this workflow instantly prepares a Google Docs document from a designated template, eliminating repetitive tasks to aid in managing leads. The seamless coordination keeps your Google Docs current with your Perspective leads, enhancing business management and freeing up your resources for more vital tasks.
Whenever a new lead is captured in Perspective, this workflow instantly prepares a Google Docs document from a designated template, eliminating repetitive tasks to aid in managing leads. The seamless coordination keeps your Google Docs current with your Perspective leads, enhancing business management and freeing up your resources for more vital tasks.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItFunnelRequired
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)
