Connect and automate Google Documents
Your no-code integration tool to sync Google Documents with Salesforce.
With integraid, you can embed the Google Document AI API directly into Salesforce—no external OCR tools required. Automatically process PDFs like invoices, forms, and contracts, extracting structured data such as fields, tables, and text into your CRM.
The integration offers you:
Easy setup via Google Cloud Console + API key
OCR & text recognition in 200+ languages plus layout detection
Out-of-the-box form parsing, field extraction, table structure and classification
Customizable document processors for fine-tuning accuracy
Support for sync/async processing via REST, gRPC or client SDKs
Google Documents
Google Docs is a cloud-based word processor and part of Google Workspace. It allows teams to create, edit, and collaborate on documents in real time from any device — with automatic saving, version history, comments, and powerful sharing options. Because it’s tightly integrated with Google Drive, Gmail, Sheets, and Slides, Google Docs is a popular choice for businesses that want simple, collaborative document workflows in the browser instead of local files and email attachments. And with integraid, you can connect Google Docs with Salesforce — without writing any code.
Zur Anbieter-WebseiteUse Cases:
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Sync Google Docs with Salesforce Records
Link documents like proposals, briefs, and meeting notes directly to Salesforce objects (Accounts, Opportunities, Cases, custom “Project” records). integraid can automatically create or update references when new Docs are created or renamed, so files stay organized around your key CRM data.
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Use Google Docs as a Content Source for AI in Salesforce
Store unstructured content (transcripts, briefs, specifications) in Google Docs and let integraid push links or selected content into Salesforce fields or custom objects. This makes the documents’ content queryable and usable for Agentforce, flows, and other automations in Salesforce, without users having to manually move data between tools.
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Align Document Permissions with Salesforce Roles & Teams
Use integraid to adjust Google Docs sharing settings based on Salesforce ownership and team structures. When account or opportunity owners change, or when a deal moves into a more sensitive stage, integraid can update who has access to linked documents in Google Docs (e.g., sales team, legal, management) — ensuring that only the right people can view or edit critical customer content.
Here is what you get
Why choose Integraid?
Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.
easy setup
done in minutes
Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.
seamless connection
no obstacles
Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.
your safeguard
securing your data
Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.
flexible compatibility
covering 98%
Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.