Integrations Google Docs Freshsales Suite
Google Docs + Freshsales Suite

Connect Google Docs and Freshsales Suite to Build Intelligent Automations

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Google Docs

When this happens...

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Freshsales Suite

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Ready to use Google Docs and Freshsales Suite automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Lists Google Docs created within the specified recent time window (default 15 minutes).

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Do thisActions

Action is the task that follows automatically within your Google Docs integrations.

Create Document From Text

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 Google Doc

Add or replace text in Google Doc

Add new text to a selected Google Doc tab, or replace that tab’s existing content.

Create Document From Template

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 Document Content

Get Document Content

Retrieve a document’s title and plain-text content by its document ID.

List all Tabs

List all Tabs

List all tabs in a Google Doc.

Update Account

Update Account

Update an existing account

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Step by step guides to integrate Google Docs and Freshsales Suite

Frequently Asked Questions

How do I start an integration between Google Docs and Freshsales Suite?

To start, connect both your Google Docs and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Freshsales Suite (or vice versa).

Can we customize how data from Google Docs is recorded in Freshsales Suite?

Absolutely. You can customize how Google Docs data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Google Docs and Freshsales Suite?

The data sync between Google Docs and Freshsales Suite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Google Docs to Freshsales Suite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Google Docs and Freshsales Suite?

Yes, you can set conditional logic to control the flow of data between Google Docs and Freshsales Suite. 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.

Google Docs

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!

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Freshsales Suite

About Freshsales Suite

Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.

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