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Question

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

  • Nov 30, 2023 4:48 PM UTC
  • 1 reply
  • 107 views
cfalcone01
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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!

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Nov 30, 2023 5:19 PM UTC

Hi @cfalcone01 

Good question.

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

 

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
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