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By integrating Salesforce with Google Drive, it is expected that the management of accounts will become more efficient.
When a new account is registered in Salesforce, an account folder is automatically created in Google Drive.
This facilitates the organization and sharing of documents, reduces manual work, prevents human errors, and leads to improved accuracy and speed of operations.
As a result, centralized folder management and information sharing among teams become easier, leading to overall productivity improvement, which is a major attraction of this integration!
In this article, we will introduce in detail the specific benefits and integration methods of this integration, including images.
In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start immediately using the template below, so please give it a try!
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
[What is Yoom]
Let's create a flow together using a template to "Create a folder in Google Drive when an account is registered in Salesforce"!
First, if you don't have a Yoom account, please issue one from the Yoom Account Issuance Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.
(1) After logging into Yoom, select "My Apps" in the left column and click "+ Add".
(2) From the new connection list in My Apps, click Salesforce.
(3) The Salesforce login screen will appear.
Enter your "Username" and "Password" and click login.
(4) Click "Allow" on the access confirmation screen.
For detailed registration of Salesforce in My Apps, please refer to the following site.
How to Register Salesforce in My Apps
(5) Next, integrate Google Drive. Click Google Drive from the new connection list in Yoom, just like in (1).
(6) Click "Sign in with Google" to move to the account selection screen. Please log in with your account.
Now the registration of Salesforce and Google Drive in My Apps is complete.
Next, let's set up the trigger using the template!
(1) We will use the template introduced earlier. Click "Try it" on the banner below.
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Click on "When a new record is registered in the account object" in the app trigger.
(2) From the "Select Integration Account and Action" screen in Salesforce, check if there are any errors in the account information to be integrated with Salesforce.
Keep the trigger action as "When a new record is registered in the account object" and click "Next".
(3) From the "API Connection Settings for App Trigger" screen, select the trigger interval from the dropdown.
* You can select the trigger interval at 5, 10, 15, 30, or 60 minutes.
* Please note that the shortest trigger interval varies depending on the plan.
Once you have completed entering the My Domain URL, click "Test".
If no error occurs, click "Save" at the bottom.
(1) Next, integrate with Google Drive.
Click "Create Folder".
(2) From the "Select Integration Account and Action" screen in Google Drive, check if there are any errors in the account information to be integrated with Google Drive.
Keep the action as "Create Folder" and click "Next".
(3) From the "API Connection Settings" screen, select the folder name from the output.
You can select the folder ID from the candidates.
Once you have completed the input, click "Test", and if no error occurs, click "Save" at the bottom.
(4) Finally, click "Turn ON Trigger".
This completes the flow bot "Create a folder in Google Drive when an account is registered in Salesforce".
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Salesforce and Google Drive.
All of them can be used with simple settings, so if there's anything you're interested in, please give it a try!
You can save files to Google Drive when the status changes in Salesforce, or store uploaded files in Google Drive and send them via email apps.
Additionally, you can upload documents received through forms and send notifications.
■Overview
This flow notifies Microsoft Teams of order forms and purchase orders received via Google Forms.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Google Forms
・Those who want to quickly share information received via Google Forms with the entire team
■Benefits of using this template
This flow is suitable for those who want to share order forms and purchase orders received from Google Forms with the entire team.
By using this flow, you can share information with the entire team in a timely manner and proceed with order and purchase processing quickly.
■Notes
・Please connect Yoom with Google Forms, Microsoft Teams, OneDrive, and Google Drive.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・The maximum file size available for download is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful.
・For details on the file size that can be handled by triggers and each operation, click here
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where when a file is uploaded to Salesforce, it is uploaded to Google Drive and sent via Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customer and project information in Salesforce, share files on Google Drive, and communicate with customers via Gmail
・Those who want to automate the process of manually uploading files from Salesforce to Google Drive and sending them via Gmail to improve work efficiency
2. Those who want to complete the process of sharing files with customers solely through Salesforce operations
・Those who want to complete file sharing through Salesforce operations and improve work efficiency
3. Those who want to streamline communication with customers
・Those who want to improve customer satisfaction by streamlining file sharing, information sharing, and customer support
■Benefits of using this template
Managing files in Salesforce but having to upload them to Google Drive and send them via Gmail each time to share with customers or partners can be cumbersome.
By utilizing the flow [when a file is uploaded to Salesforce, it is uploaded to Google Drive and sent via Gmail], the entire process is automated, allowing for quick and consistent responses.
■Notes
・Please integrate Yoom with Salesforce, Google Drive, and Gmail.
・Salesforce is available with the team plan or higher. If you are on a plan that is not eligible, the operations and data connections you have set will result in errors, so please be careful.
・A paid plan offers a 2-week free trial. During the free trial, you can use restricted features (operations) and apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that saves files to Google Drive when the status is changed in Salesforce.
■Recommended for
1. Those who manage projects or customer information in Salesforce
・Those who want to automatically save related files to Google Drive according to status changes in Salesforce records
・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes
・Those who want to improve work efficiency by eliminating the hassle of manual file saving
2. Those who use Salesforce information to advance their work
・Those who want to be able to quickly find necessary files by automatically saving related files to Google Drive triggered by status changes
・Those who want to automate file management by integrating Salesforce information with other systems
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but manually saving related files to Google Drive every time the status changes can lead to complicated file management and incorrect file saving.
By utilizing this flow, related files are automatically saved to Google Drive when the status is changed in Salesforce. This allows the person in charge to be freed from the hassle of file saving and focus on more important tasks such as customer support and sales activities. Additionally, file management is streamlined, allowing you to quickly find the necessary files.
■Notes
・Please integrate Yoom with both Salesforce and Google Drive.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Email attachments can be automatically organized and saved using AI tools, reducing manual work.
■Overview
The workflow "Classify Gmail attachments with ChatGPT and store them in Google Drive folders" allows you to automatically organize and save attachments received in emails.
Automatic sorting into Google Drive improves the ease of finding files.
■Recommended for
■Benefits of using this template
Time-saving: Automatic sorting eliminates the hassle of manual organization.
Easy file organization: Automatically classified and saved in Google Drive, allowing quick access to necessary files.
Reduction of errors: Prevents folder storage errors in manual operations.
■Overview
The workflow "Classify Gmail attachments with Gemini and store them in Google Drive folders" automatically organizes attachments received via email and saves them in the appropriate Google Drive folders.
This eliminates the hassle of manual file management and enables efficient document management.
■Recommended for
■Benefits of using this template
■Overview
The "Classify Form Attachments with ChatGPT and Store in Google Drive Folders" workflow is an automated process for efficiently managing received attachments.
AI analyzes and classifies files attached to forms, automatically distributing them to appropriate Google Drive folders, streamlining file management.
■Recommended for
■Benefits of using this template
When information is registered, a new folder is automatically created in Google Drive, allowing you to manage folders in an organized manner without needing to access Google Drive.
■Overview
This is a flow that creates a folder in Google Drive when a Thing is created in Bubble.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies managing information with Bubble
・Those who use Bubble for database management and want to simplify data storage and sharing
2. Those who manage documents and files using Google Drive
・Those who use Google Drive regularly and want to automatically create organized folders for each project
・Those who find manual folder creation cumbersome and want to improve work efficiency
■Benefits of using this template
By implementing the flow of "creating a folder in Google Drive when a Thing is created in Bubble," you can improve the efficiency of data management.
This automation process automatically creates a corresponding folder in Google Drive when new data is created in Bubble.
This eliminates the hassle of manual folder creation and linking.
As a result, you can quickly organize folders and centrally manage data.
Additionally, this flow facilitates smooth sharing and access among team members, reducing the time required for information transfer.
This will also strengthen collaboration among members.
■Notes
・Please connect Yoom with both Bubble and Google Drive.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to upload business card images to Google Drive when they are registered in Sansan.
■Recommended for
1. Those who use Sansan for managing business card data
・Those who frequently exchange business cards
・Those who manage digitized business card information using Sansan
2. Those who manage files with Google Drive
・Those who utilize Google Drive for file sharing between departments
■Benefits of using this template
Sansan can digitize business card information, streamlining sales activities and customer management.
However, if you manually upload business card information to Google Drive to share with members of other departments, there is a risk of missing updates.
This template allows you to automatically upload business card images to Google Drive when they are registered in Sansan.
This streamlines the manual upload process, enabling you to always access the latest information from Google Drive.
By integrating with a chat tool after this flow, you can also notify selected members of the business card image uploads.
■Notes
・Please integrate Yoom with both Sansan and Google Drive.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
This is a flow bot that notifies you when a file is uploaded to Google Drive.
■Overview
This is a flow that notifies Discord when a file is uploaded to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Drive and Discord for work
・Individuals responsible for file management using Google Drive
・Those who use Discord as a communication tool among team members
・Those considering integrating Google Drive and Discord to improve work efficiency
2. Those who want to automate manual Discord message input
・Those who frequently use Discord for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
■Benefits of using this template
By utilizing the flow [Notify Discord when a file is uploaded to Google Drive], you can effectively prevent human errors such as message mistakes and improve work efficiency.
Additionally, you will no longer need to manually send notifications, allowing you to allocate time to other important tasks.
※Discord notifications can be customized to your preferred destination and message content.
■Notes
・Please integrate both Google Drive and Discord with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval may vary depending on the plan.
■Overview
This is a flow that sends a notification to Telegram when a file is uploaded to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Drive and Telegram for work
・Individuals managing files using Google Drive
・Those using Telegram as a communication tool among team members
・Those considering integrating Google Drive and Telegram to improve work efficiency
2. Those who want to automate the manual input of messages into Telegram
・Individuals who frequently use Telegram for internal notifications
・Owners of small and medium-sized businesses aiming for business automation
■Benefits of using this template
By utilizing the flow [Notify Telegram when a file is uploaded to Google Drive], you can save the effort of checking, allowing you to allocate time to other important tasks and improve work efficiency.
※Telegram notifications can be customized as desired, including chat notification destinations and message content.
■Notes
・Please integrate both Google Drive and Telegram with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that notifies direct when a file is uploaded to Google Drive.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Drive and direct for business
・Personnel managing files using Google Drive
・Those using direct as a communication tool among team members
・Those considering integrating Google Drive and direct to improve business efficiency
2. Those who want to automate manual message input in direct
・Those who frequently use direct for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
■Benefits of using this template
By utilizing the flow [Notify direct when a file is uploaded to Google Drive], you can effectively prevent human errors such as message mistakes and improve business efficiency.
Additionally, it eliminates the need for manual notifications, allowing you to allocate time to other important tasks.
※Direct notifications can be customized for the recipient and message content as desired.
■Notes
・Please integrate both Google Drive and direct with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
This is a flow bot that generates documents from the Salesforce opportunity page.
■Overview
This is a flow to issue invoices using Money Forward Cloud Invoicing with Salesforce opportunity information.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who need to manage and process client company documents
・Sales assistants and accounting staff
・Administrative staff and office managers
2. Companies that manage customer information using Salesforce
・Sales assistants who manage customers using digital tools
・Sales department personnel responsible for managing numerical targets
3. Those who want to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative personnel handling multiple tasks
■Benefits of using this template
・You can automatically issue invoices using the registered content in Salesforce, reducing manual work and increasing operational efficiency.
・It prevents manual input errors and transcription errors when creating invoices, maintaining data accuracy.
■Notes
・Please integrate Yoom with both Salesforce and Money Forward Cloud Invoicing.
・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
This eliminates the hassle of manually obtaining and sharing reports, leading to improved work efficiency.
When status is changed in Salesforce, related files are automatically saved to the storage service, which may reduce the work of creating and storing files.
■Overview
This is a flow that saves files to Dropbox when the status is changed in Salesforce.
■Recommended for
1. Those who manage projects or customer information in Salesforce
・Those who want to automatically save related files to Dropbox according to status changes in Salesforce records
・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes
・Those who want to improve work efficiency by eliminating the hassle of manually saving files
2. Those who use Salesforce information to advance their work
・Those who want to be able to quickly find necessary files by automatically saving related files to Dropbox triggered by status changes
・Those who want to automate file management by integrating Salesforce information with other systems
■Benefits of using this template
By integrating Salesforce with Dropbox, you can automate the backup of important files on Salesforce and file sharing with customers, thereby improving work efficiency.
By implementing this flow, related files are automatically saved to a designated folder in Dropbox when the status is changed in Salesforce. This frees the person in charge from the hassle of saving files and allows them to quickly find the necessary files.
■Notes
・Please integrate both Salesforce and Dropbox with Yoom.
・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that saves files to Google Drive when the status is changed in Salesforce.
■Recommended for
1. Those who manage projects or customer information in Salesforce
・Those who want to automatically save related files to Google Drive according to status changes in Salesforce records
・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes
・Those who want to improve work efficiency by eliminating the hassle of manual file saving
2. Those who use Salesforce information to advance their work
・Those who want to be able to quickly find necessary files by automatically saving related files to Google Drive triggered by status changes
・Those who want to automate file management by integrating Salesforce information with other systems
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but manually saving related files to Google Drive every time the status changes can lead to complicated file management and incorrect file saving.
By utilizing this flow, related files are automatically saved to Google Drive when the status is changed in Salesforce. This allows the person in charge to be freed from the hassle of file saving and focus on more important tasks such as customer support and sales activities. Additionally, file management is streamlined, allowing you to quickly find the necessary files.
■Notes
・Please integrate Yoom with both Salesforce and Google Drive.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that saves files to Box when the status is changed in Salesforce.
■Recommended for
1. Those who manage projects or customer information in Salesforce
・Those who want to automatically save related files to Box according to status changes in Salesforce records
・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes
・Those who want to reduce the hassle of manual file saving and improve work efficiency
2. Those who utilize Salesforce information to advance their work
・Those who want to quickly find necessary files by automatically saving related files to Box triggered by status changes
・Those who want to automate file management by integrating Salesforce information with other systems
■Benefits of using this template
Salesforce is a powerful tool for centralized customer information management and sales process efficiency, but manually saving related files to Box is burdensome for staff and poses challenges in file searchability and version management.
By implementing this flow, when the status is changed in Salesforce, related files are automatically saved in the appropriate folder in Box. Staff no longer have the hassle of file saving and can quickly find the necessary files. Additionally, file version management is automated, allowing access to the latest files at all times.
■Notes
・Please integrate Yoom with both Salesforce and Box.
・Salesforce is an app available only with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
By integrating Salesforce with Google Drive, you can automatically create corresponding folders on Google Drive every time a new account is registered.
This integration allows you to centrally manage folders for each account, making it clear where information is organized and stored, making it easier for team members to find the necessary data.
As a result, it is expected that folder searches and sharing among teams will become easier, improving work speed.
By integrating Salesforce with Google Drive, folder creation is automated, reducing the risk of human error. Mistakes associated with manual folder organization and classification are reduced, preventing the loss of important documents or saving them in the wrong place. As a result, automation improves work efficiency, allowing more time to focus on other important tasks, which is expected to enhance overall productivity.
Integrating Salesforce with Google Drive seems to streamline account information management, potentially improving the speed and accuracy of operations!
Not only does it make file organization easier, but it also facilitates smooth information sharing within and outside the team, and the reduction of manual tasks is expected to reduce errors.
Salesforce is an app available only with the Team Plan and Success Plan, but by applying for a two-week free trial from the form below, you can use restricted apps.
Please give it a try!
