Salesforce + ShareFile
Create 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.
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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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