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.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New 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
DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
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
DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID
