Google Docs + Salesforce Integrations
How to connect Google Docs + Salesforce
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Popular Google Docs + Salesforce workflows
Create Salesforce records with resume data from Google Docs using CandidateZip
Create Salesforce records with resume data from Google Docs using CandidateZipPremium
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Do Even More with Google Docs + Salesforce
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Google Docs + Salesforce workflows do more for them.
Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Salesforce records with resume data from Google Docs using CandidateZip
Create Salesforce records with resume data from Google Docs using CandidateZipPremium
New DocumentTriggers when a new document is added (inside any folder).Trigger- New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).Trigger
- Append Text to DocumentAppends text to an existing document.Action
- Create Document from TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.Action
- Upload DocumentCopy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.Action
- Create Document from TextCreate a new document from text. Also supports limited HTML.Action
- Find a DocumentSearch for a specific document by name.Action
- Find or Create DocumentFinds or creates a specific document.Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Google Docs + Salesforce Integrations Work
- Step 1: Authenticate Google Docs and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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