Cirrus Files



Cirrus Insight and Cirrus Files: Better Together

  • Add attachments directly to Cirrus Files with Cirrus Insight - When using Cirrus Insight to log an email to a Salesforce record, and that email has an attachment, the attachment will automatically move or copy into the appropriate Cirrus Files record folder in Google Drive.

  • Move attachments stored on Salesforce to Google Drive - When using Cirrus Insight to log an email to a Salesforce record, and that record already has attachments stored on it, the files will automatically move or copy into the appropriate Cirrus Files record folder in Google Drive.

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