Citrix ShareFile
When this happens...
SalesforceNew Lead
Then do this...
Citrix ShareFileCreate Folder

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

  1. A new Salesforce lead is created
  2. Zapier creates a folder in ShareFile

What You Need

  • Salesforce account
  • ShareFile account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Citrix ShareFile + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Lead

Triggers when a new lead is created.

Create Client User

Creates a ShareFile user with the given information.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Upload File

Allows user to upload a file to the selected folder.

New Contact

Triggers when a new contact is created.

Create Lead

Create a new lead.

New Opportunity

Triggers when a new opportunity is created.

Add a Lead to a Campaign

Add a lead to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations