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Create Google Docs for new Salesforce leads

  1. When this happensStep 1: New Record

  2. 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

  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
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Connect Google Docs + Salesforce in Minutes

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

All Triggers & Actions

New Document

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

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

New Document in Folder

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

New Record

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

Updated Record

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