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New Cirrus Insight App Links Google Drive with Salesforce

customer experience, New Cirrus Insight App Connects Google Drive With Salesforce

Cirrus Insight, the Laguna Hills, Calif., CRM app developer that integrates Salesforce with Gmail, today released a new app that lets users manage and sync files between Salesforce and Google Drive.

The app — Cirrus Files — enables workers in the enterprise to organize Google Drive files by Salesforce opportunities, contacts, accounts and more, as well as sync them to the corresponding records in Salesforce.

For Cirrus Insight, this is about combining the collaboration and portability of Google Drive with the contextual organization of Salesforce.

Connecting Documents

“Organizations are flocking to Google Drive for powerful and affordable document collaboration and file storage," Jason Hubbard, vice president of marketing for Cirrus Insight, said in a statement. "The missing piece has been connecting these documents and files with customers in Salesforce."

customer experience,New Cirrus Insight App Connects Google Drive With Salesforce

As users create contacts, accounts or any other object they define in Salesforce, Cirrus Files creates a corresponding folder in Google Drive, where users can create and store relevant documents and files.

Cirrus said collaborating and editing the contract is easy in Google Drive. Users, they say, have built-in version control and they don’t have to re-upload multiple versions to Salesforce. 

Cirrus Files is currently available to all users of Google Drive for $5 per user per month from the Salesforce AppExchange.

Cirrus Insight, which had 13 employees as of March, has drawn interest with some releases in the last seven months. In November, Cirrus Insight announced it was uniting Salesforce and Gmail on mobile devices. In February, it told us it planned to bring Pardot and Hubspot marketing automation to Gmail.

 
 
 
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