Google Docs + Salesforce
Create Salesforce leads from new Google Docs documents in a folder
Effortlessly streamline your lead generation process with this Google Docs to Salesforce automation. Whenever a new document is added to a specific folder in Google Docs, this workflow will create a lead in Salesforce, saving you valuable time and ensuring that no potential lead opportunities are missed. Stay organized and on top of your sales game with this seamless integration.
Effortlessly streamline your lead generation process with this Google Docs to Salesforce automation. Whenever a new document is added to a specific folder in Google Docs, this workflow will create a lead in Salesforce, saving you valuable time and ensuring that no potential lead opportunities are missed. Stay organized and on top of your sales game with this seamless 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!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New 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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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)
Drive
Folder
Document NameRequired
