Scriptera
Google Docs and Salesforce automations
Ready-made scenarios where Google Docs and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
17 scenarios
- Push Salesforce leads into Google Docs audiences
- Salesforce people feed your Google Docs audiences
- CRM contacts pushed into ad audiences
- New Salesforce contacts — into Google Docs audiences
- New Google Docs — copied into Salesforce
- Contacts from Salesforce into Google Docs audiences
- A weekly digest of document changes to your inbox
- Sales proposals from a form — with the value already calculated
- A FAQ built from your chat's questions — automatically
- A personalized sales proposal from a table row, ready and sent
- Meeting notes — into tasks, participant emails and a summary
- A proposal from bullet points — in your template
- Reports from diagnosis emails — as PDF, straight to the recipients
- Warm B2B leads with a personal video for each
- Automated cold outreach — with research on every lead
- A requirements doc that keeps itself current
- Job search and a resume for each — on autopilot
