Google Docs + HEIApply CRM

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.

  1. When this happens...
    HEIApply CRMHEIApply CRM
    Get an Enquiry

    Triggers when a search for enquries has been made.

    TriggerPolling
  2. automatically do this!
    Google DocsGoogle Docs
    Append Text to Document

    Appends text to an existing document.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • Drive

    • Folder

    Trigger
    Polling
    Try It
    • Drive 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)

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Drive

    • Folder

    • Export Formats

    • Insert Inline Image (Image URL)

    • Image location (Segment ID)

    • Image location (Index)

    • Image location (tabId)

    Action
    Write
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 more

Related categories

  • Documents
  • Google

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heiapply-crm logo
heiapply-crm logo

About HEIApply CRM

This an App to transfer enquiries to Heiapply System

Related categories

  • Sales & CRM