Question

Optimizing Salesforce-Google Drive Integration for Multi-Opportunity Accounts

  • 17 April 2024
  • 1 reply
  • 22 views

Hello everyone, 

I'm setting up a Zap to streamline our process whenever an Opportunity in Salesforce is marked as "Closed Won." The goal is to automatically create corresponding Google Drive folders named after each Opportunity and then store the links to these folders in a specific field called "Website" on the associated Account page (Salesforce).

Currently, the Zap is functioning smoothly when there's only one Opportunity per Account. However, it encounters issues generating valid Google Drive links when there are multiple Opportunities for the same Account. 

 

Thanks for your assistance. 

 


1 reply

Userlevel 7
Badge +14

Hi @Yanir.z 

You can use the Looping app to handle 1+ Opportunities: https://zapier.com/apps/looping/help

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