Integrate Freshsales with Google Docs

Appy Pie Connect allows you to automate multiple workflows between Freshsales and Google Docs

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About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Want to explore Freshsales + Google Docs quick connects for faster integration? Here’s our list of the best Freshsales + Google Docs quick connects.

Explore quick connects

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Connect Freshsales + Google Docs in easier way

It's easy to connect Freshsales + Google Docs without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshsales & Google Docs Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Docs as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to Google Docs.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshsales and Google Docs

Freshsales?

Freshsales is a sales CRM and automation software that provides an easy way for managing emails, leads, and tasks. It is super-intuitive, so you can save time by not having to spend hours training your team. Freshsales also offers a free version, which means you don’t have to pay anything to start using the software.

Google Docs?

Google Docs is a web-based office suite that gives you easy access to word processing, spreadsheets, presentation, forms, drawings, and more. It allows you to write, edit, and cplaborate with others in real time.

Integration of Freshsales and Google Docs

Integration of Freshsales and Google Docs was made possible when Freshsales announced their app for Google Sheets. The app’s purpose is to let you create beautiful reports based on information from your Freshsales account. In other words, if you have a lot of data in Freshsales and want to summarize it in Google Sheets, this app will help you do that.

Benefits of Integration of Freshsales and Google Docs

When integration between Freshsales and Google Docs was first introduced, people were excited about it because it offered them the ability to easily create beautiful reports and have all the data in one place. One reason why this has been such an advantage is because Freshsales and Google Docs are cloud based platforms, meaning they are easy to access anywhere. This is especially useful when you want to share reports with clients; instead of sending a PDF file of the report via email, you can send them a link to the report on Google Drive. Many people prefer this method because it makes updating easier. The second reason why this integration has been great is because it allows you to update your reports on the go. Regardless of whether you are traveling or at home, you can easily log into Freshsales and Google Docs to see how many leads you have closed or leads you still need to get back to. This feature is very helpful because it gives you the ability to gain visibility into your business at all times. The third reason why this integration has been beneficial is because it offers features that help make reporting much easier. For example, integration with Freshsales and Google Drive helps you create beautiful reports without a great deal of work. Creating these reports will take less than three minutes, which is very fast compared to having to create them in Excel. There are also features within the integration that allow users to easily add or delete cpumns and rows. Once again, this feature is very helpful because it saves a great deal of time for users who are trying to create new reports. If you want more information about the benefits of integration between Freshsales and Google Docs, please feel free to contact us. We would be happy to provide details about the benefits that are specifically tailored for your business.

The process to integrate Freshsales and GoToMeeting may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm