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Google Docs + Workbooks CRM Integrations

How to connect Google Docs + Workbooks CRM

Zapier lets you send info between Google Docs and Workbooks CRM automatically—no code required.

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Supported triggers and actions

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How Google Docs + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Google Docs and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Google Docs Tutorials

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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!
Learn More

Related categories

  • Documents
  • Google

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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