Google Drive + Salesboard
Upload new Salesboard documents to Google Drive
Salesboard documents are often referred to as quotes or contracts. These documents may contain crucial sales information that you want to have handy in your own Google Drive. Now you can! Use this template to automatically upload new Salesboard document data, PDFs, and images to Google Drive.
Salesboard documents are often referred to as quotes or contracts. These documents may contain crucial sales information that you want to have handy in your own Google Drive. Now you can! Use this template to automatically upload new Salesboard document data, PDFs, and images to Google Drive.
- When this happens...Document Received
Triggers when a document is successfully received at Salesboard servers.
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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About Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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File Management & Storage, MicrosoftAbout Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals
and generate data from every prospect interaction.