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  • How can I automate mail merge of Salesforce info into a Google Sheet contract template?

I’m trying to automate our contracting process. Currently, our contract template is in a Google Sheet (easier to format than Google Docs). I’d like to mail merge specific Salesforce information into specific placeholders within the Google Sheet template similar to how I can into a Google Doc. Is this possible? I’ve been searching high and low and doesn’t seem like it is but figured I’d ask. 

 

Thanks!

 

Hi @cfalcone01 

Good question.

You’d have to use the GSheets API to do that: https://developers.google.com/sheets/api/guides/concepts

 

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