How can I filter for only high-value opportunities?

DryMerge allows you to filter opportunities by their value. Simply specify the criteria that define 'high-value' for you, and DryMerge will handle the rest.

Can I use this with Google Sheets instead of Google Docs?

Yes, you can use this with Google Sheets instead of Google Docs. Just describe the changes needed, and DryMerge will adjust the automation accordingly.

Who uses this automation and what do they use it for?

This automation is used by sales teams to ensure a consistent structure in their meeting notes, making it easier to track discussions and action items.

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Google Docs + Salesforce

Create Meeting Notes Template for New Salesforce Opportunities

Keep your team organized by generating a meeting notes template in Google Docs whenever a new opportunity is created in Salesforce. This ensures your sales team has a structured format for all their meetings.

New Salesforce Opportunity

Triggers when a new opportunity is created in Salesforce.

Create Meeting Notes Template

Generates a meeting notes template in Google Docs.

See more Google Docs to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Google Docs Reports for New Salesforce Opportunities

Google Docs + Salesforce

Generate Proposal Documents for New Salesforce Opportunities in Google Docs

Google Docs + Salesforce

Generate Google Docs Summaries for New Salesforce Sales Opportunities

Google Docs + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create meeting notes template for new Salesforce opportunities"

Create meeting notes template for new Salesforce opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Google Docs.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.