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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Append Text to Document
Appends text to an existing document.
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