Google Drive + Salesforce
Create Salesforce records from new Google Drive files
Streamline your file management with this integration that creates a Salesforce record each time a new file is uploaded to your Google Drive. This boost in efficiency frees up more of your time for important tasks and is ideal for businesses seeking to enhance their file management using Google Drive and Salesforce.
Streamline your file management with this integration that creates a Salesforce record each time a new file is uploaded to your Google Drive. This boost in efficiency frees up more of your time for important tasks and is ideal for businesses seeking to enhance their file management using Google Drive and Salesforce.
- When this happens...
New FileTriggers when any new file is added (inside of any folder).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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FileRequired
Convert to Document?
File Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Export FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Parent Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File NameRequired
File ContentRequired
Convert to Document?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to ReplaceRequired
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File IdRequired
Sharing PreferenceRequired
Organization Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Copy
Folder
File
Name
Description
Starred
Folder Color (RGB)
Custom Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Drive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
FileRequired
Confirm deletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Drive NameRequired
Theme ID
Color RGB
Background Image File ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to Replace
File/Folder Name
Rename Folder?
Extension Copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Google Drive
Related categories
About Salesforce
Related categories
Related Zap Templates
- Upload files to Google Drive with every new Salesforce record
- Create new Google Drive folders for every new Salesforce contact
- Create folders in Google Drive for updated Salesforce records
- Create Salesforce records for new Google Drive folders
- Create Salesforce leads from new Google Drive files in folder
- Create Salesforce files from new Google Drive files
- Create files in Google Drive from new Salesforce records
- Create Salesforce records for new Google Drive files in a folder
- Upload new or updated Salesforce files on record to Google Drive
- Create folders in Google Drive for every new record in Salesforce
- Update and copy files in Google Drive when records are updated in Salesforce
- Create folders in Google Drive for new leads in Salesforce