How can I filter for VIP customers only?

DryMerge allows you to filter customers based on criteria you specify, such as specific tags or custom fields. Simply define what makes a customer VIP, and DryMerge will ensure that only those customers are captured in the Google Docs.

Can I use this with Microsoft Word instead of Google Docs?

Yes, you can use this with Microsoft Word instead of Google Docs. Just specify the changes you need, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is typically used by customer service teams and sales teams who need quick access to detailed customer profiles to improve service quality and sales planning.

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Google Docs + Salesforce

Generate Customer Profiles in Google Docs for New Salesforce Customers

Enhance your customer service and sales operations by automatically generating a Google Doc containing detailed customer profiles for each new customer added in Salesforce. This document will include vital information such as contact details, preferred communication methods, and any relevant notes from the sales team. This ensures that your team has quick access to important customer information, streamlining service calls, sales planning, and escalations.

New Customer Added

Triggers when a new customer is added to Salesforce.

Generate Customer Profile

Creates a Google Doc with the new customer’s details.

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

or pick a common variation below

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Google Docs + Salesforce

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Google Docs + Salesforce

Generate Proposal Templates in Google Docs for New Salesforce 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, "Generate customer profiles in Google Docs for new Salesforce customers"

Generate customer profiles in Google Docs for new Salesforce customers

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.