Sales teams spend too much time hunting for files and manually attaching documents to CRM records. Neotask bridges OneDrive and Salesforce so your files and records stay in sync automatically. From proposals to contracts, every document lands where it belongs without you lifting a finger.
Open OneDrive files from any Salesforce opportunity or contact.
One file source for both your CRM and cloud drive.
Share proposals and contracts without leaving Salesforce.
Neotask finds the right file in OneDrive and attaches it directly to the matching Salesforce opportunity, account, or contact. No more copy-pasting links or digging through folders.
When a new opportunity is created in Salesforce, Neotask automatically creates a corresponding folder in OneDrive and organizes it with the right structure for your team.
Once a contract is finalized and saved to OneDrive, Neotask detects the update and attaches the document to the correct Salesforce opportunity, keeping your deal records complete.
Neotask pulls data from Salesforce records and saves formatted reports directly to your OneDrive, making them available for sharing across your M365 environment.
what you need
the automation
on autopilot
| Capability | OneDrive | Salesforce |
|---|---|---|
| Search and retrieve files | Yes | |
| Attach documents to records | Yes | |
| Create and organize folders | Yes | |
| Read opportunity and account data | Yes | |
| Update record fields | Yes | |
| Access SharePoint content | Yes | |
| Manage M365 file structure | Yes |
Keep a consistent folder naming convention in OneDrive so Neotask can match files to Salesforce records reliably.
Use Salesforce opportunity names or account IDs in your OneDrive folder names to make lookups faster.
Set up a dedicated OneDrive folder for incoming contracts so Neotask knows exactly where to watch for new files.
Tag Salesforce records with a document status field so you can track which records have files attached.
Yes. Neotask can access SharePoint content through OneDrive and attach those files to Salesforce records.
Neotask runs automations when triggered by a prompt or a scheduled task. You can set it to check for new files or record changes on a schedule that fits your workflow.
Neotask supports any file type stored in OneDrive, including PDFs, Word documents, Excel spreadsheets, and presentations.
Yes. You can instruct Neotask to look in a particular OneDrive folder and attach files only to a specific Salesforce object type, such as opportunities or accounts.
Neotask keeps your sales documents and CRM records in sync so your team can focus on closing deals, not managing files.
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