Google Drive + SalesLens

Upload new Google Drive files as conversation records in SalesLens

Whenever a new file is added to a specific Google Drive folder, this workflow instantly uploads the file as a conversation record in the SalesLens app. This automation eliminates the need for manual file transfers between the two platforms, ensuring that your SalesLens records are always up-to-date with the latest documents from your Google Drive. This process not only saves time, but also enhances precision and productivity in your sales operations.

When this happens...
New File in Folder
Triggers when a new file is created within, moved to, or uploaded directly to a specific folder. You can optionally include files from its subfolders.
TriggerPolling
automatically do this!
Upload Conversation Record
Upload a Conversation Record by its URL
ActionWrite

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Supported triggers and actions

- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- FileRequired
- Export FormatRequired
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write

- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write

- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- Folder
- File IDRequired
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write
- Select a CompanyRequired
- Select an EmployeeRequired
- Enter a Record Download URLRequired
- Enter a Category for analysis
- Select a language for analysis
- Enter record file extension
- The title of the conversation
- HTTP header for download URL
- Comma separated tags
- Contact Email
- Contact phone number
- Contact first name
- Contact last name
- Created At
- Conversation Type
Action
Write

- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include Deleted
Trigger
Polling
Try It
- Drive
- Folder
- FileRequired
- Confirm deletionRequired
Action
Write
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- FileRequired
- Email Address
- Permission ID
Action
Write
- Shared Drive NameRequired
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write
New Conversation
Triggers when a new conversation has been processed
Trigger
Instant
Try It
- Select a CompanyRequired
- Select an EmployeeRequired
- Enter a Conversation TranscriptionRequired
- Enter a Category for analysisRequired
- Select a language for analysis
- Enter a Conversation Title
- Comma separated tags
- Contact Email
- Contact phone number
- Contact first name
- Contact last name
- Created At
- Conversation Type
Action
Write

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 more