How can I filter for leads in a specific region?

DryMerge allows you to filter leads by specific criteria such as region. Just define the criteria, and DryMerge will do the rest.

Can I save lead details in a different format?

Yes, you can customize the format of the file created in OneDrive. Simply specify the format you need, and DryMerge will adjust accordingly.

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

This automation is used by sales teams to keep track of new leads and ensure all team members have access to the latest information.

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Microsoft OneDrive + Salesforce

Sync New Salesforce Leads to OneDrive

Keep all your lead information in one place by syncing new leads from Salesforce to a designated folder in OneDrive. This ensures that your sales team can access the latest lead information anytime, anywhere.

New Lead

Triggers when a new lead is created in Salesforce.

Create File

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

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

or pick a common variation below

Backup Salesforce Files to OneDrive

Microsoft OneDrive + Salesforce

Export Salesforce Reports to OneDrive

Microsoft OneDrive + Salesforce

Backup Salesforce Contacts to 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, "Sync new Salesforce leads to OneDrive"

Sync new Salesforce leads to 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.