Google Docs + Salesforce

Create Google Docs for new Salesforce leads

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.

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Google DocsGoogle Docs
    Create Document from Text

    Create a new document from text. Also supports limited HTML.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
google-docs logo
google-docs logo

About Google Docs

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!
Help

Related categories

  • Documents
  • Google

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
Zoho Writer integrationsZoho Writer integrations

Zoho Writer

Content & Files, Zoho
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier