Google Drive + Salesforce
Create folders in Google Drive for updated Salesforce records
Stay organized and efficient by automatically creating a new folder in Google Drive whenever a specific field is updated in your Salesforce records. This workflow streamlines your sales process and ensures your documents are always in their rightful place, allowing your team to focus on more important tasks.
Stay organized and efficient by automatically creating a new folder in Google Drive whenever a specific field is updated in your Salesforce records. This workflow streamlines your sales process and ensures your documents are always in their rightful place, allowing your team to focus on more important tasks.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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