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Question

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

  • November 30, 2023
  • 1 reply
  • 48 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!

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 30, 2023

Hi @cfalcone01 

Good question.

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