Cirrus Files Product Sheet

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Learn how Cirrus Files can help you organize your cloud documents and integrate Google Drive with Salesforce

Learn how Cirrus Files can help you organize your cloud documents and integrate Google Drive with Salesforce

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  • 1. About us Product Sheet Salesforce + Google Drive Connecting Salesforce and Google Apps 14-day free trial iPad Cirrus Files for Cirruspath specializes in making apps that integrate Salesforce with your email inbox. Cirrus Insight supports Gmail, Office 365, iPhone, iPad, and soon Android. We're passionate about saving you time and helping you get the most out of Salesforce. 2014 Cirruspath, Inc.       Automatically Organize Your Customer Files in Google Drive Access Files Stored in Drive inside Salesforce Create, Open, & Edit Files Stored in Drive from Salesforce Connect Drive to any Custom or Standard Salesforce Record Save Attachments to Salesforce from Gmail & Mobile 100% native application Organize Your Customer Files With Cirrus Files, every time you create a new record in Salesforce, a corresponding folder can be created in Google Drive. Files added to that folder will show up on the page layout in Salesforce. Never lose track of an important document again! Do you have standard documents that are sent to every new account? Contracts for every opportunity? You can configure Cirrus Files to automatically populate folders and documents when a new record is created. Save Attachments to Salesforce from Gmail & Mobile With Gmail’s “Add to Drive” function-ality, you can save an attachment from Gmail into Google Drive and have it viewable inside Salesforce. You can even save attachments right from your mobile inbox! Looking at a record in Salesforce that needs a slide deck? Create one! With Cirrus Files, you can create and edit files right from Salesforce while storing them in Drive. You can also edit and delete existing files right from Salesforce. Customized to Your Workflow Create & Edit Drive Files in Salesforce Sept 2014 Contact us Schedule a demo: www.cirrusfiles/demo Contact support: Contact Sales: 1-844-287-0950