"Manually saving inquiry details to a file and then registering them as leads in Salesforce"— are you repeating such tasks every time? This can lead to input errors and missed follow-ups, and many people may feel burdened by the work.
On the other hand, when trying to integrate Google Drive and Salesforce, it often seems like knowledge of APIs and programming is necessary, which can cause hesitation in implementation.
In this article, we introduce an automated workflow using the no-code tool Yoom to add files to Google Drive based on form responses and register leads in Salesforce. We provide a clear step-by-step explanation of a system that enhances work accuracy and improves response speed, so if you're looking to streamline integration with minimal effort, be sure to read to the end!
For those who want to try it quickly
By using Yoom, you can easily integrate Google Drive and Salesforce without any code. Yoom offers pre-prepared templates for integrating Google Drive and Salesforce, allowing you to achieve integration immediately upon registration, even without API knowledge.
Add files to Google Drive using form responses and register leads in Salesforce.
■Overview The "Add files to Google Drive using form responses and register leads in Salesforce" flow is a business workflow that automatically saves data entered by users in a form to Google Drive and registers it as a lead in Salesforce. This enables efficient data management and smooth integration of sales processes.
■Recommended for ・Marketing personnel collecting customer information using forms ・Teams managing data with Google Drive and conducting sales activities with Salesforce ・Sales or administrative personnel spending time on manual data transfer ・Business owners looking to improve operational efficiency while maintaining data consistency
■Notes ・Please integrate Yoom with both Google Drive and Salesforce. ・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. ・【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 the flow bot 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 You Can Do by Integrating Google Drive and Salesforce
By integrating the APIs of Google Drive and Salesforce, you can automatically sync data from Google Drive to Salesforce! For example, you can perform data synchronization like the following automatically, without human intervention.
Add Files to Google Drive Using Form Responses and Register Leads in Salesforce
This flow automatically saves files to Google Drive based on form responses and registers leads in Salesforce. It streamlines inquiry handling and customer management, leading to smoother sales activities.
Add files to Google Drive using form responses and register leads in Salesforce.
■Overview The "Add files to Google Drive using form responses and register leads in Salesforce" flow is a business workflow that automatically saves data entered by users in a form to Google Drive and registers it as a lead in Salesforce. This enables efficient data management and smooth integration of sales processes.
■Recommended for ・Marketing personnel collecting customer information using forms ・Teams managing data with Google Drive and conducting sales activities with Salesforce ・Sales or administrative personnel spending time on manual data transfer ・Business owners looking to improve operational efficiency while maintaining data consistency
■Notes ・Please integrate Yoom with both Google Drive and Salesforce. ・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. ・【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 the flow bot 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.
Let's Create a Google Drive and Salesforce Integration Flow
Now, let's actually create a flow that integrates Google Drive and Salesforce!
This time, we will use Yoom to proceed with the integration of Google Drive and Salesforce without any coding. If you do not have a Yoom account yet, please register through this form to create an account.
[What is Yoom]
This time, we will create a flow bot that adds files to Google Drive using form responses and registers leads in Salesforce!
The creation process is broadly as follows:
Integrate Google Drive and Salesforce with My Apps
Copy the template
Set up Google Drive triggers and Salesforce actions
Set the trigger to ON and complete the flow operation preparation
Add files to Google Drive using form responses and register leads in Salesforce.
■Overview The "Add files to Google Drive using form responses and register leads in Salesforce" flow is a business workflow that automatically saves data entered by users in a form to Google Drive and registers it as a lead in Salesforce. This enables efficient data management and smooth integration of sales processes.
■Recommended for ・Marketing personnel collecting customer information using forms ・Teams managing data with Google Drive and conducting sales activities with Salesforce ・Sales or administrative personnel spending time on manual data transfer ・Business owners looking to improve operational efficiency while maintaining data consistency
■Notes ・Please integrate Yoom with both Google Drive and Salesforce. ・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. ・【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 the flow bot 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.
Step 1: Connect Google Drive and Salesforce with My Apps
[Preparation Salesforce] When connecting Salesforce with Yoom, some settings are required on the Salesforce side as well. After logging in, click the settings button in the upper right corner and proceed with the settings. Please refer to this for detailed information. How to Register My Apps in Salesforce | Yoom Help Center
1)After logging into your Yoom account, register the app you will use next. Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one from the search window.
[Google Drive My Apps Connection]
Once you can select Google Drive, log in with your Google account.
[In the Case of Salesforce]
Once you can select Salesforce, log in with the account name you will use. ※ If you are already connected with other services, the API connection with Yoom may not work properly. Please be careful.
On the access confirmation screen, click "Allow". 3)Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
Step 2: Copy the Template
Now, let's explain using the template.
1) First, click on the "Try it" icon.
Add files to Google Drive using form responses and register leads in Salesforce.
■Overview The "Add files to Google Drive using form responses and register leads in Salesforce" flow is a business workflow that automatically saves data entered by users in a form to Google Drive and registers it as a lead in Salesforce. This enables efficient data management and smooth integration of sales processes.
■Recommended for ・Marketing personnel collecting customer information using forms ・Teams managing data with Google Drive and conducting sales activities with Salesforce ・Sales or administrative personnel spending time on manual data transfer ・Business owners looking to improve operational efficiency while maintaining data consistency
■Notes ・Please integrate Yoom with both Google Drive and Salesforce. ・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. ・【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 the flow bot 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.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
The title and details can be edited by clicking on them. Additionally, the copied template is saved in My Projects, so you can also open it from there.
Step 3: Set a trigger to activate when the form is answered
Click on the icons with "!" displayed on the right in order from the top to set the operations. 1) First, let's click on "Form"!
2) Create a response form. This time, we are creating a form to collect information such as name, address, and phone number. Edit according to the information you want to obtain. Click on "Review Page" at the top right to check the actual display.
Once the form is created, click "Next".
3) Enter the obtained values. This will be displayed as a sample response in the flow. Once the input is complete, "Save".
Step 4: Set an action to upload files to Google Drive
1) Return to the flow and click on the icon "Integrate with apps Upload files".
2) Ensure the action "Upload files" is selected and click "Next".
3) Enter the required fields.
Select the folder ID to store by clicking the box, and choose the ID you want to use from the linked IDs.
You can select the output from the response form obtained earlier for the file name input. Select the relevant item from the output. About Output | Yoom Help Center
Ensure the file attachment method is "Use Output" and the file is "Attachment", then click "Test".
Once the file ID is obtained, click "Save" to complete the settings up to this point.
Step 5: Set an action to add a record to Salesforce
1) Return to the flow and click on the icon "Add Record".
Salesforce is an app available for Team Plan and Success Plan. Please note that errors may occur with Free Plan and Mini Plan.
Paid plans offer a 2-week free trial, during which you can also try the integration with Salesforce. Please take advantage of it.
2) As with the Google Drive settings, check the title and account information, then click "Next".
The "API Reference Name of the Object" can be selected after setting the My Domain URL.
3) Enter the required fields.
You can select the output from Stripe obtained earlier for the value input of the record to be added. Select the relevant item from the output.
Once the input is complete, click "Test". After the test is complete, click "Save".
Step 6: Set an action to upload a file linked to a record in Salesforce
1) Return to the flow and click on the icon "Integrate with apps Upload a file linked to a record".
2) Ensure the action "Upload a file linked to a record" is selected and click "Next".
3) Enter the required fields.
You can select the output from the response form obtained earlier for the file name input. Select the relevant item from the output.
Ensure the file attachment method is "Use Output" and the file is "Attachment", then click "Test". After the test is complete, click "Save".
Step 7: Set an action to obtain the content ID of the file uploaded to Salesforce
1) Return to the flow and click on the icon "Integrate with app Get Uploaded File Content ID".
2) Ensure the action "Get Uploaded File Content ID" is selected and click "Next".
3) Enter the required fields.
You can select the output from Salesforce obtained earlier for the content version ID input. Select the relevant item from the output.
Once the input is complete, click "Test". After the test is complete, click "Save".
Step 8: Set an action to link the file uploaded to Salesforce with the record
1) Return to the flow and click on the icon "Integrate with app Associate File with Record".
2) Ensure the action "Associate File with Record" is selected and click "Next".
3) Enter the required fields.
You can select the output from Salesforce obtained earlier for the content version ID input. Select the relevant item from the output.
Once the input is complete, click "Test". After the test is complete, click "Save".
This completes the flow of [Adding files to Google Drive using form responses and registering leads in Salesforce].
Step 9: Test and Verify
Once the setup is complete, the following display will appear, click "Turn on the trigger". Start the flow bot and verify it works correctly.
If you want to integrate Salesforce information with Google Drive
This time, we introduced how to register inquiries from Google Drive to Salesforce, but if you want to integrate Salesforce information with Google Drive, please also use the following template.
Save to Google Drive when a file is uploaded in Salesforce
This flow automatically saves to Google Drive when a file is uploaded in Salesforce. You can centrally manage files related to customers and projects, and expect smooth access and sharing within the team.
When a file is uploaded in Salesforce, save it to Google Drive.
■Overview The "When a file is uploaded to Salesforce, save it to Google Drive" flow is a business workflow that automates the integration between Salesforce and Google Drive. By using Yoom to automatically save files uploaded to Salesforce to Google Drive, it reduces manual transfer work and improves the efficiency of file management. This enables centralized data management, leading to increased business productivity.
■Recommended for ・Business users who use Salesforce and Google Drive on a daily basis ・Sales and marketing personnel who are spending time on manual file transfers ・IT personnel who want to streamline data management and automate business processes ・Team leaders who want to easily back up and share files
■Notes ・Please connect each of Salesforce and Google Drive with Yoom. ・The trigger 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. ・【Salesforce】is an app available only on the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, any operations or data connect of the set flow bots will result in an error, 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 the apps that would normally be restricted.
Create a Folder in Google Drive When an Account is Registered in Salesforce
This flow automatically creates a corresponding folder in Google Drive when a new account is registered in Salesforce. It helps organize related documents for each account, facilitating smooth information sharing and management within the team.
Create a folder in Google Drive when an account is registered in Salesforce.
Other Automation Examples Using Google Drive and Salesforce APIs
Beyond integration with Google Drive, you can automate various business processes without code by leveraging Salesforce APIs.
If you want to make your daily operations smoother, be sure to check out the examples below!
Convenient Automation Examples Using Google Drive
You can automatically categorize files into folders or change sharing settings when files are uploaded. Additionally, you can notify your team when new files are added to specific folders.
By integrating with other tools, you can achieve efficient document management and workflow optimization!
Create a folder in Google Drive when a specific message is sent in Microsoft Teams
This flow creates a folder in Google Drive when a specific message is sent on Microsoft Teams.
■Notes ・Please link Microsoft Teams and Google Drive with Yoom respectively. ・Microsoft365 (formerly Office365) has plans for households and general businesses (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. ・The 'Branching' operation is a feature (operation) available in the Mini Plan or higher plans. In the case of the Free Plan, the flowbot operations set will result in an error, so please be careful. ・Paid plans such as the Mini Plan can offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions. ・You can choose the trigger activation interval at 5, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest activation interval varies depending on the plan.
■Overview The workflow "When employee information is added to Google Sheets, grant file permissions on Google Drive according to the department" contributes to the efficiency of administrative tasks. Since work time is reduced, the time to focus on other tasks will increase.
■Recommended for ・Those who manage employee information using Google Sheets ・Those who manually grant access permissions according to the department and feel it is cumbersome ・Those who want to quickly manage permissions when the number of new employees increases ・Companies that manage internal documents using Google Drive ・Those who want to streamline file permission management on Google Drive
■Notes ・Please link both Google Sheets and Google Drive with Yoom. ・The trigger 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. ・"Switch destination" is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations).
■Overview This flow issues an invoice with the content of the Google Form when it is submitted and saves it to Google Drive. With Yoom, you can easily integrate apps without programming.
■Recommended for: 1. Those who want to improve operational efficiency using Google Forms. - If you need to issue invoices regularly and it takes time. - If you want to reduce data entry effort and errors through automation.
2. Those managing documents with Google Drive. - If you want to manage various invoices and documents on Google Drive but want to avoid the manual upload process. - If you want to make it easier to share documents with team members using Google Drive.
■Notes - Please integrate Yoom with both Google Forms and Google Drive. - You can select the trigger intervals as 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - The shortest trigger interval varies by plan, so please be careful. - Refer to the following on how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/ja/articles/6807133
■Overview The 'Automatically register inquiry emails received in Gmail to Salesforce' workflow leverages the integration between Gmail and Salesforce to automatically register inquiry emails to Salesforce.
■Recommended for - Sales and support personnel managing a large number of inquiry emails in Gmail - IT personnel looking to centralize customer data management using Salesforce - Company managers seeking to improve work efficiency, who are spending too much time on manual data entry - Team leaders aiming to enhance data accuracy and reduce human errors
■Notes - Please integrate Gmail and Salesforce with Yoom respectively. - Salesforce is an application available only under the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set for Flow Bots will result in errors, so please be aware of this. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use apps that are otherwise restricted during the free trial period.
This is a flow to notify Chatwork when the opportunity phase in Salesforce is completed.
■Notes ・Please connect both Salesforce and Chatwork with Yoom. ・The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on the plan. ・Salesforce is an app that can only be used with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set for the flow bots 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 the restricted apps.
■ Overview Each time a Salesforce opportunity stage is updated, manually registering meetings and other events in Google Calendar is time-consuming and may lead to input errors or missed entries. By using this workflow, you can automatically create events in Google Calendar, triggered when a Salesforce opportunity is updated to a specific stage. This automates the registration of important events and enables smoother sales activities.
■ Recommended for ・Sales reps who find manual event registration burdensome when managing opportunities in Salesforce ・Managers who oversee sales team activities and want to prevent missed registrations or sharing ・Those who want to integrate Salesforce with Google Calendar to streamline sales processes
■ Notes ・Please connect Yoom with both Salesforce and Google Calendar. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, Flowbot operations or Data Connect you configure will result in errors. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
By integrating Google Drive and Salesforce, you can manage files and register lead information smoothly. Even without difficult programming knowledge, anyone can easily create an automation system using Yoom! Organizing files based on form responses and efficiently handling data useful for sales activities are significant advantages.
"Why not start by registering for Yoom for free and try out the perfect flow for your tasks?"
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
.avif)
