Insert Google Docs into E-Mail Templates (Heap CRM)

If you have setup the connection to Google Docs in Heap CRM, you can now insert Google Docs into E-Mail templates.

Additionally, you can automatically share the file on insertion with everyone by checking the appropriate box.

One Response to “Insert Google Docs into E-Mail Templates (Heap CRM)”

  1. Wade Says:

    This looks very promising. I can't wait to try it out.

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