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Create integrations between Salesforce and Google Docs
Add Contact to Campaign in Salesforce when New Document in Google-docs
Add Lead to Campaign in Salesforce when New Document in Google-docs
Create Attachment in Salesforce when New Document in Google-docs
Create Contact in Salesforce when New Document in Google-docs
Create Note in Salesforce when New Document in Google-docs
Update Contact in Salesforce when New Document in Google-docs
Create Lead in Salesforce when New Document in Google-docs
Update Lead in Salesforce when New Document in Google-docs
Create Account in Salesforce when New Document in Google-docs
Append Text to Document in Google-docs when New Contact in Salesforce
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Document
Trigger when a new document is created.
Do thisActions
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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Frequently Asked Questions
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn MoreAbout 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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