Google Docs + Salesforce
Integration + Automation

On-demand demo

Google Docs
+
Salesforce

Google Docs and Salesforce Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate Google Docs with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Google Docs support

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Google Docs

Google Docs

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create empty document

Find and replace

Get document

Update document

Salesforce

Salesforce

Connection Type

Service connector Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

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What would you like to connect?