Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
LeadMetrics
Google Docs

Connect LeadMetrics and Google Docs

Explore ready-made LeadMetrics and Google Docs templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate LeadMetrics with Google Docs and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Docs
Trigger: Watch Documents
LeadMetrics
Action: Select an action
1. Select a trigger

  • Triggers when a new document is created or modified in a specific folder.

2. Select an action

  • Adds a new value to your custom metric

  • Creates a deal in LeadMetrics.

  • Creates a new lead or updates an existing one.

  • Creates a single payment for a lead

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between LeadMetrics and Google Docs.

Add a custom metric value
Adds a new value to your custom metric
Action
Add a Document Tab
Adds a tab to a Google Docs document.
Action
Create a deal
Creates a deal in LeadMetrics.
Action
Create a Document
Creates a new Google document by adding the content of HTML format.
Action
Create a Document from a Template
Creates a copy of an existing template document and replaces any tags e.g. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.
Action
Create a lead
Creates a new lead or updates an existing one.
Action
Create a payment
Creates a single payment for a lead
Action
Delete a Document
Deletes a document.
Action
Download a Document
Downloads a document to a required format.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.