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Integrate OneDrive with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OneDrive with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from OneDrive

A trigger is an event that starts your Zap and runs the workflow. For example, with OneDrive, a trigger could be "New File."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OneDrive to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect OneDrive to Salesforce with a Zapier template.

Our most popular template

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create folders in OneDrive for new Salesforce records
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Salesforce + OneDrive

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip

Premium

OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive

Premium

OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create folders in OneDrive for new Salesforce records

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Salesforce + OneDrive

Make work flow with AI

Level up your OneDrive to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about OneDrive + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneDrive and Salesforce

How do I integrate OneDrive with Salesforce?

To integrate OneDrive with Salesforce, you can use Zapier to create zaps that connect the two platforms. This involves logging into your Zapier account, selecting OneDrive and Salesforce as the applications you wish to connect, and defining the triggers and actions for each app.

What are some common triggers in a OneDrive-Salesforce integration?

Common triggers include new or updated files in OneDrive or newly created records in Salesforce. You can set these triggers to initiate automated actions such as copying files or updating records across the two platforms.

Can I automatically upload files from OneDrive to Salesforce records?

Yes, by setting a trigger in OneDrive for new file uploads, you can automate uploading these files to specific records in Salesforce. Our platform allows you to map fields between the systems easily.

Does integrating OneDrive with Salesforce require coding skills?

No coding is required. We provide a user-friendly interface where you can set up your desired workflows through simple drag-and-drop functions and dropdown options.

Are there limitations on file types when syncing between OneDrive and Salesforce?

Generally, common file types like PDFs, documents, and images are supported. However, ensure that both applications have appropriate permissions set for handling specific file types.

How do I handle errors during the integration process?

Our system provides detailed error logs that help pinpoint any issues occurring during the trigger-action setup. You can review these logs to troubleshoot problems effectively.

Is real-time data sync possible between OneDrive and Salesforce using your platform?

While real-time syncing is feasible depending on your specific use case and settings, some actions may occur at scheduled intervals based on how frequently triggers check for updates.

Connect OneDrive and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect OneDrive and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Info_1
- Folder
- Include file object?
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- Allow External Drives
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- File Name
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- File Name
- Search all files, including files shared with you?
Action
Search

- Folder
- File Name
- Search all files, including files shared with you?
- Info_1
- Folder
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Folder
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- File
  Required
- File Name
Action
Write
- Info_1
- Folder
- Folder
- File
  Required
- File Name
Action
Write
- Folder
- File Name
- Include file object?
- Search all files, including files shared with you?
Action
Search
- Folder
- File Name
- Include file object?
- Search all files, including files shared with you?
- Info_1
- Folder
- File
  Required
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate OneDrive on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn more Help

Related categories

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

Box

File Management & Storage

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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