Google Docs + Salesforce

Append text to Google Docs documents for new Salesforce records

Effortlessly manage your documentation with this convenient Salesforce to Google Docs workflow. When a new record is created in Salesforce, it promptly adds the data as text to a specific Google Docs document. This seamless process saves valuable time, and assures you always have the latest updates from Salesforce recorded in your Google Docs. Perfect for sales tracking, project updates, or any area needing consistent documentation from Salesforce.

Effortlessly manage your documentation with this convenient Salesforce to Google Docs workflow. When a new record is created in Salesforce, it promptly adds the data as text to a specific Google Docs document. This seamless process saves valuable time, and assures you always have the latest updates from Salesforce recorded in your Google Docs. Perfect for sales tracking, project updates, or any area needing consistent documentation from Salesforce.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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

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  • Documents
  • Google

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