Google Drive + Salesforce
Add new Google Drive file to Salesforce record as an attachment
This Zap template will add a new Google Drive file to a specific Salesforce record as an attachment.
This Zap template will add a new Google Drive file to a specific Salesforce record as an attachment.
- When this happens...New File in Folder
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Attachment
Creates a new attachment (max 25MB).
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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.
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File Management & Storage, MicrosoftAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
