Google Docs + Salesforce

Create Salesforce leads from new Google Docs documents

Create leads in Salesforce whenever there's a new document in Google Docs with this efficient workflow. Save time and enhance your sales pipeline by seamlessly adding potential clients to your CRM system as soon as you create documents associated with them. This automation ensures that no prospects are missed, and your sales team stays up-to-date with the latest information.

Create leads in Salesforce whenever there's a new document in Google Docs with this efficient workflow. Save time and enhance your sales pipeline by seamlessly adding potential clients to your CRM system as soon as you create documents associated with them. This automation ensures that no prospects are missed, and your sales team stays up-to-date with the latest information.

  1. When this happens...
    Google DocsGoogle Docs
    New Document

    Triggers when a new document is added (inside any folder).

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Google Docs triggers, actions, and search

    New Document

    Triggers when a new document is added (inside any folder).

    Trigger
    Scheduled
    Try It
    • Folder

    • Document NameRequired

    • Text to AppendRequired

    Action
    Write
    • FileRequired

    • Specify Document Name

    • Folder

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Folder

    Trigger
    Scheduled
    Try It
    • Template DocumentRequired

    • New Document NameRequired

    • Folder for new Document

    • Sharing Preference

    • Unused Fields Preference

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Folder

    Action
    Write
    • Folder

    • Document NameRequired

    Action
    Search
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google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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Related categories

  • Documents
  • Google

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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