Connect Google Docs and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Ready to use Google Docs and LeadConnector 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.
Create Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
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Step by step guides to integrate Google Docs and LeadConnector
Frequently Asked Questions
To start, connect both your Google Docs and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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