Google Drive + Salesforce

Create Salesforce records for new Google Drive files in a folder

Effortlessly streamline your workflow with this Google Drive and Salesforce integration. Whenever a new file is added to your specified Google Drive folder, a corresponding record is instantly created in Salesforce. Save valuable time and maintain efficient organization by employing this workflow to handle such routine tasks. This automatic process not only keeps your files and records aligned but also allows you to focus on more important tasks in your work pipeline.

Effortlessly streamline your workflow with this Google Drive and Salesforce integration. Whenever a new file is added to your specified Google Drive folder, a corresponding record is instantly created in Salesforce. Save valuable time and maintain efficient organization by employing this workflow to handle such routine tasks. This automatic process not only keeps your files and records aligned but also allows you to focus on more important tasks in your work pipeline.

  1. When this happens...
    Google DriveGoogle Drive
    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
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • 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
google-drive logo
google-drive logo

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

Related categories

  • File Management & Storage
  • Google

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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