Connect Google Docs and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Google Docs to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Docs with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Document" from Google Docs.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Google Docs and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- Document NameRequired
- New Document NameRequired
- Drive
- Folder
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Template_folder
- Document NameRequired
- New Document NameRequired
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- New Document NameRequired
- Document NameRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- Drive
- Folder
- New Document NameRequired
ActionSearch
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Practical ways you can use Google Docs and Salesforce
Append engineering notes in Google Docs to Salesforce cases
When an engineer updates a case or record in Salesforce, Zapier appends those updates to an existing engineering notes document in Google Docs. This consolidates all the necessary information in one place, improving collaboration and reducing redundant documentation work.
Engineering
Log marketing plans in Salesforce from Google Docs
Keep your marketing plans in sync. When you save a new marketing plan as a Google Doc in a specific folder, Zapier logs it in Salesforce by creating a new file on a campaign record. This ensures both teams stay aligned on campaign goals and visibility.
Marketing & Marketing OpsCreate Salesforce records from new Google Docs
When a new Google Doc is created in a specific folder, Zapier automatically creates a new record in Salesforce. This helps sales teams track documents and their corresponding deals in one system, improving data consistency and speeding up access to critical details.
Sales OpsLearn how to automate Google Docs on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Google Docs + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Docs and Salesforce
What is the process of integrating Google Docs with Salesforce?
The integration involves using automation platforms, like Zapier, where you can set triggers and actions between the two platforms. For instance, a new document created in Google Docs can trigger an action in Salesforce, such as creating a new record.
Can I automate the creation of Salesforce records from Google Docs content?
Yes, you can set up an automation where a trigger in Google Docs, such as a new document or a specific update within a document, prompts an action in Salesforce to create or update records accordingly.
How do triggers and actions work when integrating these two platforms?
Triggers are events that start an automation – like creating a new Google Doc. Actions are outcomes triggered by these events, such as adding contact details from the doc into Salesforce. Our system allows for seamless connection and configuration of these triggers and actions.
Is it possible to update existing records in Salesforce based on changes in Google Docs?
Yes, by setting up specific triggers for edits made within Google Docs, you can automate updates to corresponding records in Salesforce through our platform.
Are there any limitations on the types of data that can be transferred between Google Docs and Salesforce?
The primary limitation involves data formatting and structures that must align between both platforms. While most textual information can be transferred easily, complex data types might require additional setup or customization.
Can we integrate multiple Google Docs with Salesforce accounts simultaneously?
Certainly! Our integration supports managing multiple documents across various accounts where you can set individual triggers and actions for each pair of documents and accounts.
How secure is the data transfer during this integration process?
We ensure that all data transferred between Google Docs and Salesforce is encrypted. Our platform follows stringent security protocols to protect your information during any automation processes.
