Google Docs + Zoho CRM
Create tags in Zoho CRM for new documents in Google Docs folder
Create a seamless workflow between Google Docs and Zoho CRM by connecting new documents in a folder with tagged records in Zoho CRM. This automation helps you ensure important files are instantly linked with the appropriate contacts or leads in your CRM, saving time and reducing manual work. Keep your team informed and your CRM up to date with this easy-to-implement integration.
Create a seamless workflow between Google Docs and Zoho CRM by connecting new documents in a folder with tagged records in Zoho CRM. This automation helps you ensure important files are instantly linked with the appropriate contacts or leads in your CRM, saving time and reducing manual work. Keep your team informed and your CRM up to date with this easy-to-implement integration.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Add Tag
Add new tag to existing module entries
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New Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
FileRequired
Specify Document Name
Folder
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Folder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
Folder
Document NameRequired
