Create a Google Doc for Each New Salesforce Lead
Ever wish you had a scratch pad to jot down notes for all your leads? Use this Salesforce Google Doc integration to automatically create a file in Google Docs for your new leads so that you can easily open up a Google Doc as a note taking tool for all your Salesforce leads.
Note: This works for all new leads after the integration is turned on.
How It Works
- A new lead is created in Salesforce
- Zapier creates a new file in Google Docs
What You Need
- Salesforce account
- Google Docs account
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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!
What Is Zapier?
You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.
Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.
Start FREE Today!What's a Zap?
A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!