Connect Salesforce to Google Docs and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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Select a trigger from Salesforce

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

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

Setup an action from Google Docs

An action is what takes place after the automation is triggered. For example, with Google Docs, the action could be "Append Text to Document."

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

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Create your first workflow

Quickly connect Salesforce to Google Docs with a Zapier template.

Our most popular template

Create Google Docs for new Salesforce leads
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Create Salesforce records with resume data from Google Docs using CandidateZip
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Create Salesforce leads from new Google Docs documents in a folder
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Create Salesforce leads from new Google Docs documents
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Create Google Docs documents from updated Salesforce records
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Upload updated Salesforce records as documents in Google Docs
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Create Salesforce leads from new Google Docs documents in a folder

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Create Salesforce leads from new Google Docs documents

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Create Google Docs documents from updated Salesforce records

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Upload updated Salesforce records as documents in Google Docs

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Create Google Docs documents from updated Salesforce records
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Update Google Docs documents by appending text when Salesforce records are updated
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Connect Salesforce and Google Docs 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.

An illustration representing how to automate lead management with Zapier.

Connect Salesforce and Google Docs to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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 Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- 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
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- 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
Try It
- Document Name
  Required
- Title
- Folder
- Sharing Preference
- Unused Fields Preference
Action
Write
- Title
- Document Name
  Required
- Folder
Action
Write
- Folder
- Title
Action
Search

- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- 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
- Note
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
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
Action
Write
- Document Name
  Required
- Title
- Folder
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Folder
- Title
- Document Name
  Required
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

Automate Google Docs: get inspired on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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!

Related categories

Similar apps

Formstack Documents

Documents

Quip

Documents

Zoho Writer

Content & Files, Zoho

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Explore Salesforce + Google Docs Integrations