Salesloft
Microsoft OneDrive

Salesloft and Microsoft Onedrive Integration

Seamlessly connect Salesloft with Microsoft OneDrive to streamline your sales workflow and document management.

Explore Triggers and Actions

Cadence Updated (Instant)
Trigger new event when a cadence is updated in Salesloft.
New Person (Instant)
Trigger new event when a person is created in Salesloft.
New Email Activity (Instant)
Trigger new event when an email is updated in Salesloft.
Create Folder
Create a new folder in a drive.
Create Link
Create a sharing link for a DriveItem.
Download File
Download a file stored in OneDrive.
Find File by Name
Search for a file or folder by name.
Get File by ID
Retrieves a file by ID.
Get Table
Retrieve a table from an Excel spreadsheet stored in OneDrive
List Files in Folder
Retrieves a list of the files and/or folders directly within a folder.
Upload File
Upload a file to OneDrive.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Salesloft and Microsoft Onedrive?

The Salesloft and Microsoft OneDrive integration empowers sales teams to effortlessly access, share, and manage their documents directly within the Salesloft platform. By syncing your OneDrive files with Salesloft, you can attach relevant sales collateral, proposals, and presentations to your outreach sequences, ensuring your team always has the most up-to-date resources at their fingertips. This integration enhances collaboration, improves productivity, and keeps your sales process organized and efficient.

Connect
Salesloft
and
Microsoft OneDrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Salesloft with Microsoft OneDrive?

To connect Salesloft with Microsoft OneDrive, navigate to the integrations section within your Salesloft account settings, select Microsoft OneDrive, and follow the prompts to authenticate and authorize access to your OneDrive files.

Can I attach OneDrive files directly to my Salesloft emails and sequences?

Yes, once integrated, you can easily browse and attach files stored in Microsoft OneDrive directly within your Salesloft email composer and sequence steps, ensuring your recipients receive the most relevant and updated documents.

Is my data secure when using the Salesloft and OneDrive integration?

Absolutely. The integration uses secure OAuth authentication and adheres to industry-standard encryption protocols to protect your data. Your files remain stored in Microsoft OneDrive, and Salesloft only accesses them with your permission.

Will changes to files in OneDrive automatically update in Salesloft?

Yes, since Salesloft links directly to your OneDrive files, any updates or changes made in OneDrive are reflected when accessing those files through Salesloft, ensuring you always share the latest version.

Are there any limitations on file types or sizes when using this integration?

The integration supports all file types supported by Microsoft OneDrive. File size limits are governed by OneDrive's storage policies, so as long as your file is accessible in OneDrive, it can be used within Salesloft.

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