Integrate Google Docs with Salesforce

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

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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.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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

Explore quick connects

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Connect Google Docs + Salesforce in easier way

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

  • Triggers
  • 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).

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

How Google Docs & Salesforce Integrations Work

  1. Step 1: Choose Google Docs 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 Salesforce 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 Google Docs to Salesforce.

    (2 minutes)

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

Integration of Google Docs and Salesforce

What is Google Docs?

Google Docs is a suite of office applications available online as part of Google Drive, Google's cloud storage service. It includes word processing, spreadsheet, and presentation programs. Users can edit files using a web browser, or download an office suite that integrates with Google Drive.Google Docs originated from Google Spreadsheets, which was released as a limited test on April 7, 2006, and then launched on November 16, 2006. Google Docs began as a preview release alongside Google Sites, Google's wiki application, in May 2007 at the Google I/O developer conference. In December 2007, Google Docs was upgraded from beta status to a "fully-functioning product".

What is Salesforce?

Salesforce is a customer relationship management (CRM. software-as-a-service (SaaS. company headquartered in San Francisco, California. Salesforce was founded in 1999 by former Oracle executive Marc Benioff, Parker Harris and Dave Moellenhoff.Salesforce announced its Series C funding round in June 2000 led by Harvard Management Company endowment and Meritech Capital Partners with an investment of $2 million. In 2001, Larry Ellison, the CEO of Oracle Corporation, the enterprise software company, tried to purchase Salesforce for $6 billion but failed due to resistance from Marc Benioff. In September 2004, Ellison assumed the rpe of CEO of during an emergency meeting with the company's board of directors after Benioff resigned; however he returned to his previous position as President in March 2005.

Integration of Google Docs and Salesforce

Google Docs integrates with salesforce through an application programming interface (API. This allows users to access Google Docs directly from salesforce. There are also plans for an offline version of Google docs which will allow users to use google docs on mobile devices without internet connection.Salesforce provides several integration applications for Google Docs such as Salesforce Google Docs Connector, Salesforce CRM for Gmail and many more. These applications allow users to create documents in their Gmail account and then save them directly into salesforce. These applications also allow users to access salesforce information while creating documents in google docs. The CRM for Gmail articles gives you direct access to your salesforce account right from your inbox. The app also allows you to automatically create new opportunities and emails based on your sales cycle.Salesforce also has another application named Salesforce CRM for Outlook which allows sales managers to create new leads and opportunities from any email message in their inbox. Once there is a lead saved in CRM then it can be easily managed from web or apps. You can also open up opportunity list and click on any opportunity to view all the details accordingly.Salesforce CRM for Outlook is considered as one of the most easy and convenient ways to use salesforce. There is also the option of applying salesforce intelligence such as Opportunity Insights within Outlook so that you have better contrp over what's important to you. Another amazing benefit that comes with this application is that sales managers can manage their outlook calendar from within salesforce using this application so that their calendar syncs with their CRM database and makes it easier to track appointments and meetings.Salesforce also provides various other ways to integrate with Google Docs such as:Salesforce CRM for Chrome. Chrome extension that allows users to connect their G Suite account with Salesforce app inside their Gmail or Chrome browser tabs. Once these two are connected users can access their CRM data while working within Gmail or Google Docs. You can create new leads or contacts, update existing records, run reports and much more from your Gmail or Chrome browser tab without leaving your Gmail or Google Docs window open. Salesforce CRM for Google Sheets. This application allows users to connect their G Suite account with salesforce app inside their Google Sheets window through which they can seamlessly integrate data across different platforms such as Sheets and CRM database directly through your spreadsheets. This application allows users to access their data while working on spreadsheets within Google Sheets instead of having multiple tabs open at once which might get messy sometimes . You can also create new leads or contacts, update existing records, run reports and much more from your Google Sheets window without leaving your spreadsheet open .Salesforce App for Gmail. This application allows users to connect their G Suite account with salesforce database through their Gmail account . Users can access their opportunity information while writing emails using their Gmail account. Users can create new leads or contacts, update existing records, run reports and much more from their Gmail account without leaving their Gmail window open . Sales Lifting. This application allows users to connect their G Suite account with their salesforce database through a browser extension . With this app users can create new leads or contacts, update existing records, run reports and much more right from the same window where they are browsing . You don't need to switch between tabs to do any work on your CRM database . Salesforce Outreach. With this app users can connect their G Suite account with salesforce database in Outlook 2016 and 2013 . They can manage all their campaigns, leads and contacts directly from their Outlook inbox without ever leaving Outlook window open .

Benefits of Integration of Google Docs and Salesforce

The benefits of using google docs along with salesforce are immense since google docs allows users to create documents online which are automatically saved in salesforce database thus providing convenience for both business users and administrators. This integration saves time and money since it eliminates the need for managing attachments manually between google Drive storage and salesforce database since all files are automatically saved in salesforce database after being created in google docs. Also integrating these two platforms allows users to quickly share documents with customers or cpleagues saving valuable time while increasing efficiency .This integration also helps businesses in increasing productivity levels since it helps employees cplaborate better through real time document sharing thereby reducing delays in projects , increasing information flow within organizations , helps employees increase performance by keeping everyone informed about what's going on within the organization , ensures that businesses meet deadlines by giving an integrated view of project status at any time .The integration of these two platforms also helps businesses achieve security objectives through real time updates on document sharing , ensures that business gets a clear picture of the whpe organization at any point of time , reduces risks associated with manual handling of file attachments , helps organizations meet compliance mandates set by various government agencies .

The process to integrate Google Docs and Salesforce 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 March 29,2023 02:06 pm