How can I filter for leads from specific industries?

DryMerge allows you to filter leads based on industry type. Specify which industries you are targeting, and DryMerge will handle the rest.

Can I use this with Dropbox Paper instead of Google Docs?

Yes, you can use this with Dropbox Paper instead of Google Docs. Describe the necessary changes, and DryMerge will configure the automation to fit Dropbox Paper.

How can I connect this to Google Docs?

DryMerge uses OAuth to connect to Google Docs. Ensure that DryMerge has the necessary permissions to create and edit documents in your Google Docs account.

Which roles benefit from this automation?

This automation is beneficial for sales teams who need to promptly send out professional project proposals to new leads.

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Google Docs + Salesforce

Generate Project Proposal for New Leads in Salesforce

Streamline your sales process by automatically generating a project proposal in Google Docs whenever a new lead is created in Salesforce. This ensures timely follow-ups and a professional approach, impressing potential clients right from the start.

New Lead Created

Triggers when a new lead is created in Salesforce.

Generate Proposal

Creates a project proposal in Google Docs.

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

or pick a common variation below

Generate Content Plans for New Salesforce Editorial Projects

Google Docs + Salesforce

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Google Docs + Salesforce

Generate Content Briefs for New Salesforce Campaigns in Google Docs

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 project proposal for new leads in Salesforce"

Generate project proposal for new leads in Salesforce

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.