Salesforce + Google Docs Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Salesforce and Google Docs, with as many as 117 possible integrations. Are you ready to find your productivity superpowers?
Create a Google Doc for Each New Salesforce Lead
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
It's easy to connect Salesforce + Google Docs and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a new document is added to a specific folder (but not its subfolders).
Create a new contact.
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