How To Create Google Doc In Zoho Crm

How to Create a Google Doc in Zoho CRM: A Step-by-Step Guide

Integrating document creation within your CRM workflow can save valuable time, improve collaboration, and enhance productivity. If you’re using Zoho CRM, you’ll be glad to know that it supports seamless integration with Google Docs, allowing you to create and manage documents directly from your CRM environment.

In this article, Technofog walks you through how to create a Google Doc within Zoho CRM using a simple and efficient process.

Why Use Google Docs with Zoho CRM?

Before diving into the steps, here’s why this integration is beneficial:

• Real-Time Collaboration: Share documents with your team and update them simultaneously.

• Organized Documentation: Store client contracts, proposals, or meeting notes directly within the CRM.

• Automated Workflows: Use custom functions to generate documents pre-filled with CRM data.

Step-by-Step Guide to Create a Google Doc in Zoho CRM

Step 1: Integrate Google Workspace with Zoho CRM

1. Log in to your Zoho CRM account.

2. Go to Setup (gear icon) > Marketplace > Google Workspace.

3. Click Install and follow the prompts to authorize Zoho to connect with your Google account.

4. Allow necessary permissions (Docs, Drive, etc.).

Step 2: Use Zoho CRM’s “Mail Merge” or Custom Function (Deluge)

There are two ways to create Google Docs within Zoho CRM:

✅ Option 1: Using Mail Merge Templates

1. Navigate to any module (e.g., Leads, Contacts, or Deals).

2. Select a record or multiple records.

3. Click on the “More” (three-dot icon) > Mail Merge.

4. Choose Google Docs as the output.

5. Create or upload a template document (you can use placeholders like ${First Name}, ${Email} etc.).

6. Click Merge, and the document will be generated in your Google Drive.

✅ Option 2: Create Google Doc with Custom Deluge Script

If you want to auto-generate a Google Doc from a workflow or button click:

a. Create a Custom Button

• Go to Setup > Developer Space > Buttons.

• Choose your module (e.g., Deals) and click +New Button.

• Select Execute Function and write the Deluge script.

b. Sample Deluge Script

You can customize this script to fill in data dynamically using CRM fields.

Note: You’ll need to configure Google OAuth and enable Google Docs API in Google Cloud Console.

Bonus Tip: Auto-Attach the Document to the CRM Record

After creating the document, use Deluge to:

• Share the Google Doc link with the client via email.

• Attach the link in the CRM record’s Notes section.

• Trigger follow-up tasks/workflows.

Conclusion

Creating Google Docs from within Zoho CRM simplifies your documentation process, keeps your records centralized, and enhances team collaboration. Whether you’re sending proposals, contracts, or reports, the Zoho CRM–Google Docs integration streamlines your workflow. At Technofog, we help businesses harness the power of automation and CRM customization. Need help setting this up or building custom workflows in Zoho? Get in touch with us today!