Connect Google Docs and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Google Docs and CRM.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
Do thisActions
Action is the task that follows automatically within your Google Docs integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Append Text to Document
Insert the provided text into the selected Google Docs document, optionally placing it on a new line.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Content of a Document
Retrieve the document's title and plain-text content from Google Docs using its document ID.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Step by step guides to integrate Google Docs and CRM.io
Frequently Asked Questions
To start, connect both your Google Docs and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Docs and CRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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