Create Google Docs documents from updated Salesforce records
Stay organized and efficient by automatically generating a Google Docs document whenever there's an update to a Salesforce record. This seamless workflow between Salesforce and Google Docs ensures that you always have the latest information at your fingertips, saving you time and eliminating the need for manual updates.
Stay organized and efficient by automatically generating a Google Docs document whenever there's an update to a Salesforce record. This seamless workflow between Salesforce and Google Docs ensures that you always have the latest information at your fingertips, saving you time and eliminating the need for manual updates.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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