Google Drive + Salesforce

Update and copy files in Google Drive when records are updated in Salesforce

Stay on top of your records management with this efficient workflow. When a field in your Salesforce record is updated, it triggers a copy of the file to your Google Drive. This ensures all your important data is securely backed up, allowing you to focus on more critical tasks. Improve your Salesforce and Google Drive management and always have an updated copy of your files at your fingertips.

Stay on top of your records management with this efficient workflow. When a field in your Salesforce record is updated, it triggers a copy of the file to your Google Drive. This ensures all your important data is securely backed up, allowing you to focus on more critical tasks. Improve your Salesforce and Google Drive management and always have an updated copy of your files at your fingertips.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    Google DriveGoogle Drive
    Copy File

    Create a copy of the specified file.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    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
    Polling
    Try It
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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 more

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  • File Management & Storage
  • Google

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About Salesforce

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

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