Create Google Docs for new Salesforce leads
When this happensStep 1: New Record
Then do thisStep 2: Create 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
- A new lead is created in Salesforce
- Zapier creates a new file in Google Docs
What You Need
- Salesforce account
- Google Docs account