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Drive Connect | Google Drive Document Management

Google Drive and Salesforce integration in minutes.

Overview

Integrate Salesforce and Google Drive for a streamlined workflow. Link Google Drive files and folders to Salesforce records. View your Google Drive files in Salesforce. Use Flow to create folders, organize documents, and link records. Try free for 14 days

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See How Drive Connect | Google Drive Document Management Works

  • LINK, VIEW, AND EDIT GOOGLE DRIVE FILES IN SALESFORCE. Effortlessly link Google Drive files and folders to Salesforce records for easy access and sharing. Plus, access and edit Google Drive files directly in Salesforce with the Drive Connect File Viewer.

  • AUTOMATICALLY UPLOAD SALESFORCE FILES TO GOOGLE DRIVE. Using Flow, you can automatically upload files from your Salesforce org directly to Google Drive, saving you on pricey Salesforce storage and cutting another time-consuming task out of your workflow.

  • A NATIVE GOOGLE DRIVE EXPERIENCE IN SALESFORCE Bring the Google Drive interface into Salesforce. Use the native Google picker to quickly find files and folders, while working in a UI your team already knows.

  • SEND GOOGLE DRIVE FILES VIA EMAIL WITH DRIVE CONNECT FILE SEND. Leverage our custom email functionality to send merged documents or marketing & sales content stored in a centralized Google Drive folder.

  • AUTOMATE GOOGLE DRIVE WITH SALESFORCE FLOWS. Use the Automate Drive action in Record-Triggered Flows to create Drive folders or link them to Salesforce records automatically.

  • SAVE ON STORAGE LIMITS AND OVERAGES. Avoid storage overage costs by effortlessly moving files from Salesforce to designated location within your Google Drive organization.

  • NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.

Drive Connect is a document management solution built natively for Salesforce. Using its Lightning component, teams link Google Drive files and folders to any Salesforce record in a few clicks, then view, edit, and collaborate on Google Docs, Sheets, and Slides without leaving Salesforce. Teams use Drive Connect to link and view Drive files directly on records, embed Google files into a record page layout for easy collaboration, and cut Salesforce storage costs by moving files to designated locations in their Google Drive. For automation, a no-code Flow action uploads files to Google Drive the moment a record is created or updated. Record-Triggered and Scheduled Flows handle mass file migrations and create and link folders automatically, so new projects and accounts keep a consistent file structure. The right document management tool depends on your files, your team, and your goals. For a native, admin-friendly way to manage Google Drive files in Salesforce with no code, try Drive Connect for free. Learn more today! https://appiphony.com/drive-connect

Categories

Business Needs
Document Management
Integration
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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