When this happens...
SalesforceNew Lead
Then do this...
Google DocsCreate Document from Text

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

  1. A new lead is created in Salesforce
  2. Zapier creates a new file in Google Docs

What You Need

  • Salesforce account
  • Google Docs account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Google Docs + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Document in Folder

Triggers when a new document is added to a specific folder (but not its subfolders).

Upload Document

Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

New Document

Triggers when a new document is added (inside any folder).

Append Text to Document

Appends text to an existing document.

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

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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!

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations