Google Docs + Salesforce
Create Salesforce leads from new Google Docs documents in a folder
Effortlessly streamline your lead generation process with this Google Docs to Salesforce automation. Whenever a new document is added to a specific folder in Google Docs, this workflow will create a lead in Salesforce, saving you valuable time and ensuring that no potential lead opportunities are missed. Stay organized and on top of your sales game with this seamless integration.
Effortlessly streamline your lead generation process with this Google Docs to Salesforce automation. Whenever a new document is added to a specific folder in Google Docs, this workflow will create a lead in Salesforce, saving you valuable time and ensuring that no potential lead opportunities are missed. Stay organized and on top of your sales game with this seamless integration.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
New Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Folder
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Folder
Try ItFolder containing the template document
Template DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Document NameRequired
Document ContentRequired
Folder
Export Formats
Folder
Document NameRequired
