CRM

Salesforce + Foldr Integration

Salesforce is the dominant enterprise CRM. Attach Foldr-hosted collateral (proposals, signed contracts, sales decks) to Opportunities via Flows or Apex callouts — avoids Salesforce's content storage costs.

Salesforcevia REST APISalesforce docs

How to Connect Salesforce to Foldr

1

Generate a Foldr API key

Sign in at foldr.space and create an API key at foldr.space/developers.

2

Authenticate with Salesforce

Generate or locate your Salesforce API credentials per Salesforce's documentation.

3

Wire the two APIs together

Write a small script or serverless function that calls Salesforce, processes the result, and POSTs to https://foldr.space/api/v1/files (or /links for short links).

4

Deploy + schedule

Run the script on-demand, via a cron job, or trigger it from a webhook — the Foldr REST API has no client-library lock-in.

Common Use Cases

  • Attach Foldr URLs to Salesforce contact, deal, or account records
  • Track Foldr download events in Salesforce's activity timeline
  • Send Foldr-hosted proposals straight from Salesforce
  • Gate Salesforce automations on whether a prospect opened a Foldr file

Salesforce + Foldr FAQ

How do I connect Foldr to Salesforce?

You connect Foldr to Salesforce via REST API. Full steps are listed above under "How to Connect". In short: create a Foldr API key, configure the REST API integration pointed at https://foldr.space/api/v1/, and map Salesforce's data into Foldr's request body.

Do I need a paid Foldr plan to use Salesforce with Foldr?

The Foldr free tier supports basic uploads via the API with 7-day expiry. For integration use with Salesforce — higher rate limits, permanent storage, multiple API keys, and webhook subscriptions — Foldr Pro (from $5/mo) is recommended.

What Foldr features can I call from Salesforce?

From Salesforce you can invoke any Foldr action: uploading files (up to 2 GB each), creating short links, generating bio pages, creating hosted forms, and reading download analytics. See the Foldr API docs for the full endpoint list.

Is there an official Foldr app for Salesforce?

Not a first-party app — Foldr integrates with Salesforce through REST API, which is usually a better fit because it doesn't require installing an extra app. If you'd rather have a native integration, let us know at foldr.space/contact.

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Start connecting Salesforce to Foldr

Grab a Foldr API key and wire up the steps above — most teams get the first end-to-end flow running in under ten minutes.

Get your Foldr API key