Citrix ShareFile + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Citrix ShareFile and Salesforce, with as many as 113 possible integrations. Are you ready to find your productivity superpowers?
Create Citrix ShareFile folders from new Salesforce leads
You've captured a new lead in your CRM, which is great! Keep all of your other apps aligned with that new opportunity through the help of Zapier. Automate the creation of items such as new folders in your cloud storage system, and keep all new opportunities streamlined and organized.
How It Works
- A new Salesforce lead is created
- Zapier creates a folder in ShareFile
What You Need
- Salesforce account
- ShareFile account
It's easy to connect Citrix ShareFile + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new file is added to the chosen folder.
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Triggers when a new lead is created.
Creates a ShareFile user with the given information.
Triggers when a new custom object (of the type you choose) is created.
Allows user to upload a file to the selected folder.
Triggers when a new contact is created.
Create a new lead.
Triggers when a new opportunity is created.
Add a lead to a campaign.
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