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Google Docs + Zendesk Sell

Create Google Docs documents from new leads in Zendesk Sell

Boost your efficiency by connecting Zendesk Sell with Google Docs. With this workflow, a new document is created in Google Docs whenever a new lead is registered in Zendesk Sell. This ensures a robust and efficient lead documentation process, saving you time on manual data entry and enhancing your sales process. Simplify your lead management by integrating these tools into a seamless workflow.

Boost your efficiency by connecting Zendesk Sell with Google Docs. With this workflow, a new document is created in Google Docs whenever a new lead is registered in Zendesk Sell. This ensures a robust and efficient lead documentation process, saving you time on manual data entry and enhancing your sales process. Simplify your lead management by integrating these tools into a seamless workflow.

  1. When this happens...
    Zendesk SellZendesk Sell
    New Lead

    Triggers when a new lead 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
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Supported triggers and actions

What does this mean?
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    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!
Learn moreHelp

Related categories

  • Documents
  • Google

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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