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 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
