Google Docs + Solve CRM
Create documents from templates in Google Docs for new tagged contacts in Solve CRM
Start instantly transforming new tagged contacts in Solve CRM into detailed documents in Google Docs with this streamlined workflow. Every time you add a new contact with a specific tag in Solve CRM, a new document is created from a pre-defined template in Google Docs. This efficient process not only saves time but also ensures you have consistent and organised documentation for every new connection you make.
Start instantly transforming new tagged contacts in Solve CRM into detailed documents in Google Docs with this streamlined workflow. Every time you add a new contact with a specific tag in Solve CRM, a new document is created from a pre-defined template in Google Docs. This efficient process not only saves time but also ensures you have consistent and organised documentation for every new connection you make.
- When this happens...New Tagged Contact
Triggers when a specific tag is applied to a contact.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories
