Sync Salesforce Meeting Notes to Google Drive
Ensure your meeting notes are always accessible by syncing them from Salesforce to Google Drive. This automation makes it easy to keep all your records organized and available for your team.
New Meeting Note
Triggers when a new meeting note is added in Salesforce.
Save to Google Drive
Uploads the meeting note to a specific Google Drive folder.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Sync Salesforce meeting notes to Google Drive
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Sync Salesforce meeting notes to Google Drive"
Sure! Connecting
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.
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
Supported triggers and actions
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
About 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.
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About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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