Google Docs and Salesforce, two powerful platforms, when integrated, can streamline your workflow like never before. Google Docs allows you to create, edit, and share documents in real-time, enhancing collaboration within your team. On the other hand, Salesforce, a leading CRM platform, empowers organizations to manage customer relationships, track sales, and analyze performance data. Combining these two platforms through Bardeen can help automate tasks such as transferring data between apps, thereby saving time and increasing productivity.

This integration can yield significant benefits for both Sales & Prospecting and Marketing professionals. For instance, Sales & Prospecting teams can leverage this integration to automatically save qualified leads from Google Docs to Salesforce, making lead management more efficient. Here is a playbook that can help with that. Similarly, Marketing teams can utilize this integration to automatically transfer campaign performance data from Salesforce to Google Docs, ensuring all team members have access to the latest data. Here is an example of a playbook that can serve this purpose.

Try popular Google Docs + Salesforce automations

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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Generate
a company research report in a Google Doc from a company website using BardeenAI
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Generate
a customer persona report in a Google Doc from Google Sheets using BardeenAI
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Generate
a customer feedback report in a Google Doc from Google Sheets using BardeenAI
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Generate
a prospect research report in a Google Doc from an email address using BardeenAI
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Generate
an employee satisfaction report from Google Sheets using BardeenAI
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
leads from Google Doc meeting notes and save to Google Sheets
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Save
a translation of the current page to Google Docs, when I right click
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Get
answers for a YouTube video and save to a Google Doc
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Generate
sentiment and action items analysis from Youtube comments
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Enrich
and update a Salesforce contact's record with new information
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Generate
a competitor and SEO analysis report in Google Docs using BardeenAI
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Summarize
AppSumo product reviews and save to a Google Doc
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search
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Create
Salesforce leads from LinkedIn post commenters
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Create
a Salesforce lead from a LinkedIn profile

How to integrate Google Docs + Salesforce

Install from Chrome Web Store Icon
Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Google Docs
Salesforce
Google Docs

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Integration tips for Google Docs + Salesforce

Loved by over 300k users

"This playbook saves me at least 2 hours everyday. It normally takes me 60-90 mins to scrape 30 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"
Bardeen was able to save valuable time for our SDR's, which they can now spend on communication with customers, which brings us higher revenues
"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"

Available actions & triggers

Create Salesforce contact
Action
Get text from document
Action
Create new Google Doc
Action
Create Salesforce account
Action

Learn more about the apps

Integrate any app with Google Docs + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Is there a limit to how many tasks I can automate with the Google Docs and Salesforce integration on Bardeen?
Can I use the Google Docs and Salesforce integration with the free version of Bardeen?
How secure is my data when using the Google Docs and Salesforce integration on Bardeen?
Can I share my Google Docs and Salesforce integrations playbook with my team?
Can I create Salesforce leads from data in Google Docs using Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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