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NextLead CRM
Google Docs

Connect NextLead CRM and Google Docs

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

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Create a custom workflow

Integrate NextLead CRM 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.

NextLead CRM
Trigger: Watch contacts added to list
Google Docs
Action: Select an action
1. Select a trigger

  • Monitors when contacts are added to mailing lists in NextLead. The trigger checks for new additions periodically and returns contact details including email, name, and list information.

  • Triggers when a contact is removed from a mailing list. Returns contact information including email, name, and the lists they were removed from.

  • Triggers when a contact is deleted from your NextLead CRM. Returns the deleted contact information before removal.

  • Triggers when a structure is deleted from your NextLead CRM.

  • Triggers when a new contact is created. Supports filtering by comment, lead score, and list ID.

  • Triggers when a new structure is created in your NextLead CRM.

  • Triggers when a contact is edited. Supports filtering by comment, lead score, and list ID.

  • Triggers when a structure is edited in your NextLead CRM.

2. Select an action

  • Adds a tab to a Google Docs document.

  • Creates a new Google document by adding the content of HTML format.

  • 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.

  • Deletes a document.

  • Downloads a document to a required format.

  • Gets a content of a document.

  • Inserts or appends a new paragraph to an existing document.

  • Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between NextLead CRM and Google Docs.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
Create a contact
Creates a new contact in NextLead CRM
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 sale
Creates a new sales deal in your NextLead organization. Requires a name and stage ID.
Action
Create a structure
Creates a new establishment structure in your NextLead organization. Only the name is required, all other fields are optional.
Action
Create an action
Creates a new action/task in your NextLead organization. Only the stage ID is required.
Action
Delete a contact
Permanently deletes a contact from NextLead CRM by searching with email or LinkedIn URL. WARNING: This action is irreversible. Email search takes priority if both are provided.
Action
Delete a Document
Deletes a document.
Action
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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.