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

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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!
Google Docs
New Document in Folder

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

Google Docs
Create Document from Text

Create a new document from text. Also supports sending formatted HTML.

Google Docs
New Document

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

Google Docs
Upload Document

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

Salesforce
New Lead

Triggers when a new lead is created.

Google Docs
Append Text to Document

Appends text to an existing document.

Salesforce
New Custom Object

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

Salesforce
Create Lead

Create a new lead.

Salesforce
New Contact

Triggers when a new contact is created.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

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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.