How can I filter for high-value opportunities?

DryMerge allows you to filter opportunities based on their value. Define what constitutes a high-value opportunity, and DryMerge will filter accordingly.

Can I choose different folders for different types of opportunities?

Yes, you can specify different folders for various types of opportunities. Simply describe your folder structure, and DryMerge will set it up.

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

This automation is used by sales and financial teams to keep accurate records of closed opportunities for future reference and auditing purposes.

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Microsoft OneDrive + Salesforce

Archive Closed Salesforce Opportunities in OneDrive

Ensure all closed opportunities in Salesforce are neatly archived in OneDrive. This provides an easily accessible record for future reference and audits.

Opportunity Closed

Triggers when an opportunity is marked as closed in Salesforce.

Create File

Creates a new file in a specific OneDrive folder with opportunity details.

See more Microsoft OneDrive to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Log Salesforce Activities to OneDrive

Microsoft OneDrive + Salesforce

Export Salesforce Reports to OneDrive

Microsoft OneDrive + Salesforce

Store Salesforce Opportunity Attachments in OneDrive

Microsoft OneDrive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive closed Salesforce opportunities in OneDrive"

Archive closed Salesforce opportunities in OneDrive

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 Microsoft OneDrive + Salesforce.

Create Folder

Creates a new folder in OneDrive

List Folders

Lists folders in OneDrive

Upload File

Uploads a file to OneDrive

List Files

Lists files in OneDrive

New OneDrive File

Triggers when a new file is added to OneDrive

New OneDrive Folder

Triggers when a new folder is created in OneDrive

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

Delete Account

Deletes an account in Salesforce

App details

Microsoft OneDrive

OneDrive is a cloud storage service from Microsoft. Store, access, and share your files from anywhere, sync across devices, and integrate with other Microsoft tools for seamless collaboration.