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Salesforce
Google Drive

Connect Salesforce and Google Drive integrations

Explore ready-made Salesforce and Google Drive templates and start automating in minutes.

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Create a custom workflow

Simplify your business processes by connecting Salesforce and Google Drive with the Make platform, turning client data updates into organized cloud storage actions. Improve data management, reduce manual entry, and increase cross-platform accessibility for a unified experience.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Google Drive
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Makes a copy of an existing file.

  • Creates a file from a text plain.

  • Creates a new file or folder shortcut.

  • Creates a new folder.

  • Creates a new shared drive.

  • Deletes a file's revision.

  • Permanently deletes a file or folder owned by the user without moving it to the trash. 

  • Deletes a shared drive without any content.

  • Downloads a file.

  • Gets a specified file's revision.

  • Retrieves a file or folder path for an ID.

  • Gets a share link for file or folder.

  • Gets a shared drive's metadata by ID.

  • This is the module to maintain/edit google-custom connection

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in Google Drive.

  • Moves a file or folder to trash.

  • Renames an existing folder.

  • Revokes a file or folder access.

  • Updates a file's metadata and/or content.

  • Updates an existing file's revision.

  • Updates an exisitng file or folder access.

  • Updates an existing shared drive. For admins only.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Salesforce as a trigger and Google Drive as an action using the Make platform. With this integration, Salesforce initiates the workflow upon specific events, such as updates in client data, triggering automated actions in Google Drive, like storing or organizing essential documents. This automation improves data management by ensuring information is consistently updated in Google Drive, reducing manual data entry, and increasing accessibility across platforms. Set up workflows that match your business needs, enabling an automated experience.

Bulk create records (advanced)
Creates multiple records.
Action
Copy a File
Makes a copy of an existing file.
Action
Create a File from Text
Creates a file from a text plain.
Action
Create a File/Folder Shortcut
Creates a new file or folder shortcut.
Action
Create a Folder
Creates a new folder.
Action
Create a record
Creates a new record in an object.
Action
Create a Shared Drive
Creates a new shared drive.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a File Revision
Deletes a file's revision.
Action
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How to set up Salesforce and Google Drive in 5 easy steps

Date

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Duration

Step 1

Log into Make

Start by logging into your Make account to begin the integration process.

Date

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Duration

Step 2

Add Salesforce and connect

Choose Salesforce from the list, add it to your workflow, and follow prompts to connect.

Date

·

Duration

Step 3

Pick a Salesforce environment

Decide whether to use a live or test Salesforce environment and confirm your choice.

Date

·

Duration

Step 4

Add Google Drive and connect

Select Google Drive from the options, add it to your workflow, and follow steps to connect.

Date

·

Duration

Step 5

Authenticate with Google

Log in with your Google account to allow Make to access your Google Drive files.

Maximize efficiency by integrating Salesforce and Google Drive

Explore the benefits of integrating Salesforce with Google Drive and automate document storage, foster collaboration, enhance accessibility, and ensure real-time synchronization.

Date

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Duration

Automated document storage

Automatically store important Salesforce documents in Google Drive for access and backup.

Date

·

Duration

Collaborative file sharing

Facilitate team collaboration by linking Salesforce records with shared Google Drive files.

Date

·

Duration

Data accessibility

Access Salesforce data directly from Google Drive using integrated features within Make.

Date

·

Duration

Real-time data sync

Keep Salesforce and Google Drive data synchronized to ensure up-to-date information across platforms.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Salesforce with Google Drive through Make facilitates data flow between your CRM and cloud storage. Automatically save important documents and attachments from Salesforce into Google Drive, ensuring that your team has access to the latest information and can collaborate more effectively.

Make provides a user-friendly interface with drag-and-drop functionality, simplifying the integration process between Salesforce and Google Drive. You don’t need any coding skills to create workflows, making it accessible for users of all technical levels to automate tasks and improve productivity.

This integration lets you automate the organization of files and documentation in Google Drive based on Salesforce records. For example, when a new customer is added in Salesforce, corresponding folders can be automatically created in Google Drive with all relevant files, ensuring structured data management and reducing manual work.

Yes, integrating these applications with Make ensures any changes made in Salesforce are reflected in real-time in Google Drive. This integration minimizes errors from manual data entry and ensures all documents related to Salesforce records are always current and precise.