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Freshsales Suite + OneDrive

Create new OneDrive files for every new Freshsales Suite contact

Save time and simplify your workflow by automating the process of uploading files to OneDrive when a new contact is added in Freshsales Suite. With this automation, whenever you create a new contact in Freshsales Suite, the associated file will be instantly uploaded to OneDrive, keeping your documents organized and easily accessible. No more manual file transfers – streamline your new contact management with this seamless integration.

Save time and simplify your workflow by automating the process of uploading files to OneDrive when a new contact is added in Freshsales Suite. With this automation, whenever you create a new contact in Freshsales Suite, the associated file will be instantly uploaded to OneDrive, keeping your documents organized and easily accessible. No more manual file transfers – streamline your new contact management with this seamless integration.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    New Contact

    Triggers when a new contact is created and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    OneDriveOneDrive
    Upload File

    Upload an existing file or attachment not bigger than 60 MB.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

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