How can I filter for specific types of customer communications?

Simply specify the criteria for the types of communications you want to filter, such as keywords or communication types, and DryMerge will handle the rest.

Can I use this with Dropbox instead of Google Drive?

Yes, you can use this with Dropbox instead of Google Drive. Just describe the changes, and DryMerge will set up the automation accordingly.

How can I get this connected to Google Drive?

DryMerge uses OAuth to connect to Google Drive. Ensure that the bot has the necessary permissions to access the specific folder you want to save communications to.

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

This automation is popular among customer support teams and account managers who need to keep a detailed record of their communications with clients for easy reference.

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Google Drive + Salesforce

Save Customer Communication Logs in Google Drive from Salesforce

Enhance your customer relationship management by saving customer communication logs tracked in Salesforce into a specific folder in Google Drive. This automation ensures all correspondence is centralized and easily accessible, helping you maintain a comprehensive record of customer interactions.

Customer Log Updated

Triggers when a customer communication log is added or updated in Salesforce.

Backup Logs to Drive

Automatically saves the communication log to a specified Google Drive folder for easy access and centralized record-keeping.

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

or pick a common variation below

Save Lost Deal Summaries in Google Drive from Salesforce

Google Drive + Salesforce

Upload Onboarding Documents to Google Drive for New Salesforce Users

Google Drive + Salesforce

Create Folders in Google Drive for New Salesforce Contracts

Google Drive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save customer communication logs in Google Drive from Salesforce"

Save customer communication logs in Google Drive from Salesforce

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

Move Drive File

Moves a file to a different folder in Google Drive

List Google Drive Folders

Lists folders in Google Drive, optionally within a specific parent folder

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive Folder

Triggers when a new Google Drive folder 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

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.