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Zapier makes it easy to integrate OneDrive with Salesforce - no code necessary. See how you can get setup in minutes.
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OneDrive
OneDrive
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
OneDrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New File" from OneDrive.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects OneDrive and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use OneDrive and Salesforce with AI agents and code
Beyond Zap workflows. Call OneDrive and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose OneDrive and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Copy File or Folder
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use OneDrive and Salesforce
Track newly created folders in Salesforce
When a new folder is created in OneDrive to share files or resources, Zapier logs this event as a new record in Salesforce. This ensures business owners can keep all shared file activities organized and connected to relevant customer or internal records. It improves visibility and saves the time spent manually recording this data.
When a new file is shared in OneDrive, Zapier updates a corresponding record in Salesforce to reflect the latest file details. This process saves time and avoids errors in manually maintaining accurate file references across systems, ensuring streamlined data and system consistency.
When a new shared file is added to a specific folder in OneDrive, Zapier automatically attaches it to the corresponding project record in Salesforce. This ensures project information and resources remain updated and accessible from one central location, improving collaboration and reducing errors.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your OneDrive to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about OneDrive + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneDrive and Salesforce
How do I integrate OneDrive with Salesforce?
To integrate OneDrive with Salesforce, you can use Zapier to create zaps that connect the two platforms. This involves logging into your Zapier account, selecting OneDrive and Salesforce as the applications you wish to connect, and defining the triggers and actions for each app.
What are some common triggers in a OneDrive-Salesforce integration?
Common triggers include new or updated files in OneDrive or newly created records in Salesforce. You can set these triggers to initiate automated actions such as copying files or updating records across the two platforms.
Can I automatically upload files from OneDrive to Salesforce records?
Yes, by setting a trigger in OneDrive for new file uploads, you can automate uploading these files to specific records in Salesforce. Our platform allows you to map fields between the systems easily.
Does integrating OneDrive with Salesforce require coding skills?
No coding is required. We provide a user-friendly interface where you can set up your desired workflows through simple drag-and-drop functions and dropdown options.
Are there limitations on file types when syncing between OneDrive and Salesforce?
Generally, common file types like PDFs, documents, and images are supported. However, ensure that both applications have appropriate permissions set for handling specific file types.
How do I handle errors during the integration process?
Our system provides detailed error logs that help pinpoint any issues occurring during the trigger-action setup. You can review these logs to troubleshoot problems effectively.
Is real-time data sync possible between OneDrive and Salesforce using your platform?
While real-time syncing is feasible depending on your specific use case and settings, some actions may occur at scheduled intervals based on how frequently triggers check for updates.
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.
