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
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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
It's easy to connect Google Docs + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new document is added to a specific folder (but not its subfolders).
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
Triggers when a new document is added (inside any folder).
Appends text to an existing document.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
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