Google Drive + Salesforce
Add new Google Drive files to Salesforce records efficiently
Keep your Salesforce records up to date with this smart workflow. Whenever a new file is added to your Google Drive, it instantly gets added to the corresponding record in Salesforce. This efficient process saves time and ensures you have the most recent files at your fingertips in your CRM system.
Keep your Salesforce records up to date with this smart workflow. Whenever a new file is added to your Google Drive, it instantly gets added to the corresponding record in Salesforce. This efficient process saves time and ensures you have the most recent files at your fingertips in your CRM system.
- When this happens...New File
Triggers when any new file is added (inside of any folder).
- automatically do this!Add File to Record
Adds an existing file to an existing Record.
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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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