Connect Google Docs and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use Google Docs and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Runs when a new Google Docs document is created .
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Deal Stage Changes
Runs when deal stage changes
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.
Add or Replace Text In Tab
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a doc from a template
Get Document Content
Get title and plain text
List Document Tabs
Show all tabs in a Google Doc
Find an Account
Locate an account in Freshsales Classic by name or ID.
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Step by step guides to integrate Google Docs and Freshsales Classic
Frequently Asked Questions
To start, connect both your Google Docs and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and Freshsales Classic 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 Freshsales Classic. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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