About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How can I automate mail merge of Salesforce info into a Google Sheet contract template?
Question

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

  • 30 November 2023
  • 1 reply
  • 25 views
cfalcone01
Userlevel 1
Badge

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
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions