How can I filter for notes from specific accounts?

DryMerge allows you to filter notes by account details. Simply specify the criteria for the accounts you're interested in, and DryMerge will handle the rest.

Can I also use this with Dropbox instead of Google Drive?

Yes, you can use this with Dropbox instead of Google Drive. Describe the necessary changes, and DryMerge will configure the automation to fit Dropbox.

Which people use this automation? What do they use it for?

This automation is popular among sales teams and managers for keeping track of client interactions and ensuring important notes are easily accessible.

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Google Drive + Salesforce

Add New Salesforce Notes to Google Drive

This automation helps streamline follow-ups by adding Salesforce notes to Google Drive anytime a new note is created. Perfect for sales teams and managers to keep all client interactions organized and easily accessible.

New Salesforce Note

Notices when a new note is created in Salesforce.

Save Note to Google Drive

Automatically uploads the new Salesforce note to a designated Google Drive folder for easy access and organization.

See more Google Drive to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Save Copies of New Salesforce Invoices to Google Drive

Google Drive + Salesforce

Save New Salesforce Sales Presentations to Google Drive

Google Drive + Salesforce

Save Customer Feedback from Salesforce to Google Drive

Google Drive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new Salesforce notes to Google Drive"

Add new Salesforce notes to Google Drive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Drive + Salesforce.

Create Drive Folder

Creates a new Google Drive folder

Delete Drive Folder

Deletes an existing Google Drive folder

Read Drive Folder

Reads details of a Google Drive folder

Search Drive

Searches Google Drive

Create Google Drive File

Creates a new file in Google Drive

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive File

Triggers when a new file is created in Google Drive

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

App details

Google Drive

Google Drive is a cloud storage service for storing, accessing, and sharing files. Upload, organize, and manage files, and trigger workflows based on file events.