Automate your Salesforce & Google Drive workflows
Build your first playbook today and start automating Salesforce & Google Drive workflows in minutes.
Integrating Salesforce and Google Drive
Relay's integration between Google Drive and Salesforce allows you to seamlessly connect and automate workflows between these two powerful apps. Whether you want to automatically upload files from Google Drive to Salesforce or sync data between the two platforms, Relay has you covered.
Streamline Document Management
By integrating Google Drive with Salesforce, you can automatically upload and link documents to relevant records in your Salesforce org. This ensures that all your important files are easily accessible and organized within Salesforce.
Collaborating on documents becomes easier with Relay's integration. You can automatically share Google Drive documents with team members involved in specific Salesforce opportunities or projects. This promotes transparency and keeps everyone on the same page.
Automate Lead Generation
With Relay, you can automatically capture leads from Google Drive forms and import them into Salesforce as leads or contacts. This eliminates manual data entry and ensures all leads are promptly followed up on.
To explore these use cases and more, sign up for a free trial of Relay today. Start automating your Google Drive and Salesforce workflows with ease!