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OneDrive + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between OneDrive and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate OneDrive + Salesforce

  • OneDrive Salesforce

    OneDrive + Salesforce

    Create Lead to Salesforce from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive New Folder
     
    Then do this...
    Salesforce Create Lead
  • OneDrive Salesforce

    OneDrive + Salesforce

    Create Custom Object to Salesforce from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive New Folder
     
    Then do this...
    Salesforce Create Custom Object
  • OneDrive Salesforce

    OneDrive + Salesforce

    Create Contact to Salesforce from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive New Folder
     
    Then do this...
    Salesforce Create Contact
  • OneDrive Salesforce

    OneDrive + Salesforce

    Update Contact in Salesforce when New Folder is created in OneDrive Read More...
    Close
    When this happens...
    OneDrive New Folder
     
    Then do this...
    Salesforce Update Contact
  • OneDrive Salesforce

    OneDrive + Salesforce

    Update Custom Object in Salesforce when New Folder is created in OneDrive Read More...
    Close
    When this happens...
    OneDrive New Folder
     
    Then do this...
    Salesforce Update Custom Object
  • OneDrive {{item.actionAppName}}

    OneDrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect OneDrive + Salesforce in easier way

It's easy to connect OneDrive + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How OneDrive & Salesforce Integrations Work

  1. Step 1: Choose OneDrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from OneDrive to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of OneDrive and Salesforce

OneDrive?

OneDrive is a cloud-based storage service provided by Microsoft. It was introduced in 2007 and became available for use in August of that year. The name “OneDrive” refers to the single location where users can store their files, photos, and other documents from devices and applications.

Salesforce?

Salesforce is a SaaS company, providing an online platform for CRM (customer relationship management. software. Though it has been used in other industries, it originated as customer relationship management (CRM. software.

Integration of OneDrive and Salesforce

OneDrive is integrated with Salesforce. When the user makes any changes to the file stored in OneDrive, the same change will be reflected in Salesforce. The integration provides benefits such as:

  • Easy access to all files. Users have easy access to all files stored on OneDrive. This is especially so if the organization uses Salesforce as its CRM software. On the other hand, they also have easy access to all files stored on Salesforce.
  • Automatic sync. Once OneDrive is connected to Salesforce, there will be automatic sync of all changes to the files stored in OneDrive with Salesforce.
  • Faster access to files. Users can now access files on OneDrive and Salesforce without having to log into each system separately. This is because both are integrated into one system. They can now access files on both systems from just one place.
  • Easy sharing of files. Any file stored in OneDrive can be shared with others in the organization, through Salesforce. This is because they are integrated into one system and are accessible from one location.
  • Accurate records. There will be accurate records of data including changes made to documents, spreadsheets, and presentations stored in OneDrive or Salesforce. As all changes made on either platform will reflect automatically in the other, it means there will be no need for users to manually update the information in both OneDrive and Salesforce. This is especially beneficial for organizations that want accurate record keeping.
  • Improved security. With the integration of OneDrive into Salesforce, there will be improved security of information stored in both platforms. Because there is automatic sync, there will be no need for users to manually update information in both systems. Moreover, only authorized users will be able to access OneDrive and Salesforce data. This will significantly reduce the risk of leakage of sensitive information.
  • Lower costs. With the integration of OneDrive into Salesforce, there is no need for an organization to hire additional people to perform a task that will be handled automatically by the software. This reduces operational costs and improves productivity at the same time. Additionally, there will be lower operational costs because there is no need for users to log into separate systems to access files or work on them independently.

The process to integrate OneDrive and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.