Google Docs Salesforce Integration - Quick Connect

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Quickly connect Google Docs to Salesforce with a Zapier template.

Our most popular template

Create Google Docs for new Salesforce leads
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Salesforce + Google Docs
Create Salesforce records with resume data from Google Docs using CandidateZip
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Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create Salesforce leads from new Google Docs documents in a folder
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Google Docs + Salesforce
Create Salesforce leads from new Google Docs documents
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Google Docs + Salesforce
Create Google Docs documents from updated Salesforce records
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Salesforce + Google Docs
Upload updated Salesforce records as documents in Google Docs
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Salesforce + Google Docs

Create Google Docs for new Salesforce leads

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Salesforce + Google Docs

Create Salesforce records with resume data from Google Docs using CandidateZip

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Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create Salesforce leads from new Google Docs documents in a folder

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Google Docs + Salesforce

Create Salesforce leads from new Google Docs documents

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Google Docs + Salesforce

Create Google Docs documents from updated Salesforce records

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Salesforce + Google Docs

Upload updated Salesforce records as documents in Google Docs

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Salesforce + Google Docs

Create Google Docs documents from updated Salesforce records
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Salesforce + Google Docs
Update Google Docs documents by appending text when Salesforce records are updated
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Salesforce + Google Docs

How Zapier works

Zapier makes it easy to integrate Google Docs with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Google Docs

A trigger is an event that starts your Zap and runs the workflow. For example, with Google Docs, a trigger could be "New Document."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Google Docs to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Google Docs to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

Connect Google Docs and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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).
Trigger
Scheduled
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- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- Document Name
  Required
- New Document Name
  Required
- Folder
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- New Document Name
  Required
- Document Name
  Required
- Export Formats
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- New Document Name
  Required
- Description
- Salesforce Object
  Required
Action
Write
- New Document Name
  Required
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Folder
Trigger
Scheduled
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- Document Name
  Required
- New Document Name
  Required
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
Action
Write
- New Document Name
  Required
- Document Name
  Required
- Folder
- Export Formats
Action
Write
- Folder
- New Document Name
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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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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