Salesforce Google Drive Integration
Appy Pie Automate allows you to Integrate Salesforce with Google Drive using AI Agents
- 7 days free trial
- Lightning Fast Setup
Simplify Salesforce Google Drive Integration with seamless setup
Easily set up Salesforce Google Drive Integration without coding. Start automating your workflows and Integrate Salesforce with Google Drive today.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
New File
Triggers whenever a new file is added to any of the folders.
-
New File in Folder
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
-
Add File Sharing Preference
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
-
Create File from Text
Create a new file of given MimeType from plain text.
-
Create Folder
Create a new folder.
-
Upload File
An existing file is copied to Google Drive from a different service.
-
Upload Multi File
An existing file is copied to Google Drive from a different service.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
New File
Triggers whenever a new file is added to any of the folders.
-
New File in Folder
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
-
Add File Sharing Preference
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
-
Create File from Text
Create a new file of given MimeType from plain text.
-
Create Folder
Create a new folder.
-
Upload File
An existing file is copied to Google Drive from a different service.
-
Upload Multi File
An existing file is copied to Google Drive from a different service.
How Salesforce and Google Drive Integrations Work
Follow the steps below to start setting up your Salesforce integrations using Appy Pie Automate:
-
Step 1: Select Trigger
Choose Salesforce as the trigger app, select event, authenticate & successfully Test
-
Step 2: Select Action
After completing the trigger test, select Google Drive as the action app from the list.
-
Step 3: Authenticate
Connect your Google Drive account & authenticate it.
-
Step 4: Setup & Test
Select the data you want to send from Salesforce to Google Drive & your AI Agent is ready!
Choose the app you want to Integrate with Salesforce and Google Drive
- Salesforce MINDBODY
- Salesforce Slack
- Salesforce Microsoft Exchange
- Salesforce Xero
- Salesforce Braintree
- Salesforce Zendesk
- Salesforce Google Calendar
- Salesforce DocuSign
- Salesforce WordPress
- Salesforce Pipedrive
- Salesforce HubSpot
- Salesforce Asana
- Salesforce Dropbox
- Salesforce Google Drive
- Salesforce Trello
- Google Drive Slack
- Google Drive Facebook Messenger
- Google Drive Google Sheets
- Google Drive Trello
- Google Drive LinkedIn
- Google Drive Dropbox
- Google Drive Zoom
- Google Drive MailChimp
- Google Drive Microsoft Outlook
- Google Drive Eventbrite
- Google Drive Shopify
- Google Drive Calendly
- Google Drive Asana
- Google Drive Jotform
- Google Drive Salesforce
Popular Templates for Salesforce and Google Drive Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Upload File in Google Drive when New Lead is created in Salesforce
-
When this happens:
New Lead
-
Then do this:
Upload File
Create Folder to Google Drive from New Lead in Salesforce
-
When this happens:
New Lead
-
Then do this:
Create Folder
Create File from Text to Google Drive from New Contact in Salesforce
-
When this happens:
New Contact
-
Then do this:
Create File from Text
Upload File in Google Drive when New Contact is created in Salesforce
-
When this happens:
New Contact
-
Then do this:
Upload File
Create File from Text to Google Drive from New Lead in Salesforce
-
When this happens:
New Lead
-
Then do this:
Create File from Text
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
-
What Is Salesforce?
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
-
What Is Google Drive?
Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
-
How Salesforce and Google Drive Integrations Work?
Step by Step Salesforce + Google Drive Integration Video Guide
The integration between Salesforce and Google Drive is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Salesforce and Google Drive. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
Is the Integration Between Salesforce and Google Drive secure?
While assessing the security of integrating Salesforce with Google Drive, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Salesforce-Google Drive integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Salesforce and Google Drive integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free