Create a Google Doc for Each New Salesforce Lead

Ever wish you had a scratch pad to jot down notes for all your leads? Use this Salesforce Google Doc integration to automatically create a file in Google Docs for your new leads so that you can easily open up a Google Doc as a note taking tool for all your Salesforce leads.

Note: This works for all new leads after the integration is turned on.

How It Works

  1. A new lead is created in Salesforce
  2. Zapier creates a new file in Google Docs

What You Need

  • Salesforce account
  • Google Docs account
Create a Google Doc for Each New Salesforce Lead
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Salesforce is a leading enterprise customer relationship manager (CRM) application.

Google Docs integration logo

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!

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