Append new HEIApply CRM enquiries to Google Docs documents
Improve your response time and efficiency when handling inquiries with this easy-to-use workflow. As soon as you receive a new inquiry in HEIApply CRM, the information is promptly added to a Google Docs document. This consolidated process saves you the hassle of manual data transfer, letting you focus more on high-value tasks.
Improve your response time and efficiency when handling inquiries with this easy-to-use workflow. As soon as you receive a new inquiry in HEIApply CRM, the information is promptly added to a Google Docs document. This consolidated process saves you the hassle of manual data transfer, letting you focus more on high-value tasks.
- When this happens...Get an Enquiry
Triggers when a search for enquries has been made.
- automatically do this!Append Text to Document
Appends text to an existing document.
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Get an Enquiry
Triggers when a search for enquries has been made.
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
First NameRequired
Middle Name
SurnameRequired
Gender
Date of Birth
EmailRequired
TelephoneRequired
Address
Post Code
Source of Leads
Specific Course of Interest
Country of Origin
Your Message
Programme of Interest
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)