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Google Drive + Salesforce

Upload new Salesforce records as files to Google Drive

Effortlessly manage your Salesforce records and ensure your team always has the latest information at their fingertips with this automation. When a new record is added in Salesforce, the associated file will be instantly uploaded to Google Drive. Stay organized and streamline your workflow, saving time and improving collaboration across your team.

Effortlessly manage your Salesforce records and ensure your team always has the latest information at their fingertips with this automation. When a new record is added in Salesforce, the associated file will be instantly uploaded to Google Drive. Stay organized and streamline your workflow, saving time and improving collaboration across your team.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Google DriveGoogle Drive
    Upload File

    Triggers when any new file is added (inside of any folder).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
Learn moreHelp

Related categories

  • File Management & Storage
  • Google

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About Salesforce

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

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