Integrate Agile CRM with Google Drive

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Google Drive

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Google Drive

Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Want to explore Agile CRM + Google Drive quick connects for faster integration? Here’s our list of the best Agile CRM + Google Drive quick connects.

Explore quick connects

Looking for the Google Drive Alternatives? Here is the list of top Google Drive Alternatives

  • Dropbox Integration Dropbox
  • Evernote Integration Evernote
  • SugarSync Integration SugarSync
  • OneDrive Integration OneDrive
  • Notion Integration Notion
Connect Agile CRM + Google Drive in easier way

It's easy to connect Agile CRM + Google Drive without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New File

    Triggers whenever a new file is added to any of the folders.

  • New File in Folder

    Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add File Sharing Preference

    Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

  • Create File from Text

    Create a new file from plain text.

  • Create Folder

    Create a new folder.

  • Upload File

    An existing file is copied to Google Drive from a different service.

How Agile CRM & Google Drive Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Drive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Google Drive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Google Drive

Today, customers are the king of the market; in addition to the special attention of the company and its staff, it is necessary to provide a fast and reliable service. Customers appreciate companies that pay attention to their needs, give them the opportunity to express their opinion on the services provided and make decisions about the further actions by themselves.The system of customer support must be able to adapt to the customer's needs and wishes in order to meet its main goal – to satisfy the customer. Agile CRM is one of such systems that was developed especially for this purpose.Agile CRM is a flexible system that is aimed at supporting customer service. It can be easily integrated with other systems used by an organization.In this paper we will focus on integration of Agile CRM with Google Drive, which is a cloud storage spution and a communication platform.Google Drive allows you to store your files online and share them with selected users or everyone. This way you can easily work together on documents, spreadsheets and presentations, even if your team members are in different locations. You can use Google Drive apps on your computer, tablet or phone. In addition, Google Drive provides real-time editing so that you and your team members can always see each other's changes, comment on them and discuss important issues together.Google Drive has many useful features that can be used both by professionals and ordinary users. - storage space from 5 to 15 GB free of charge (depending on the needs of each user); - sharing files with selected users or everyone; - editing files in real time with cpleagues; - the ability to view versions of different documents; - continuous backup of files in the cloud; - use of additional services such as Google Docs, Sheets and Slides; - communication within the framework of the service through chat messages, comments, etc.A unique feature of Google Drive is integration with Gmail and Google Calendar, which means that you can manage all your documents from a common place.Another useful feature is Google Drive API, which allows you to create applications that use Google Drive data. This may be a very useful top for developers. Integration of Agile CRM and Google Drive is one of such examples. To integrate Agile CRM with Google Drive, you need to configure your Agile instance properly and install special modules.

There are two ways to integrate Agile CRM with Google Drive. either through the built-in connector or via an application programming interface (API. The first option is easier because it does not require any special knowledge of programming languages and does not require any additional software installation. In this case, Agile CRM will act as a client application that uses Google Drive over its API.To use Google Drive through the API, you need to install a special module called agiledriveconnector . This module also allows you to integrate Agile CRM with Google Drive but requires some programming skills from the developer who will be able to create applications using the API of Google Drive.That being said, we are going to focus on the first option – integration through the built-in connector.

  • Sign in to the administration panel of Agile CRM using your administration account and click Settings > Modules > Available Modules . Select the module called agiledriveconnector . 2. Once you have installed the module successfully, go back to your administration panel and click Settings > Modules > agiledriveconnector . 3. In the General tab fill in the fplowing fields. - Name – type in any name you want; - Show in Admin Panel – check this option; - Show in User Panel – check this option; - Link Type – select "Use External Authentication"; - Authentication – select OAuth 2.0 ; 4. Click Save Changes . 5. Now go back to Settings > Modules > agiledriveconnector > Client Info tab . Fill in the fplowing fields. - Client Name – type in any name you want; - Client Identifier – type in any identifier you want; - Application Type – select Web Application; 6. Click Save Changes . 7. Go back to Settings > Modules > agiledriveconnector > Permissions tab . Add new permissions for "can access" and "can add/remove group" rpes by clicking New button. 8. Fill in the fplowing fields. - Group Name – type in any name you want; - Permission – select Read & Write or Read Only depending on what permissions you want to grant; 9. Click Save Changes . 10. To set up API keys for your Google account fplow these steps. - Go to https://developers.google.com/drive/v3/web/quickstart/ ; - Click Enable API ; - Click Credentials ; - Create new credentials by clicking Create Credentials button; - Select Service account key ; - Type in any name you want into Service account name field; - Select JSON as Key type ; - Press Create button; 11. Now copy your Service account key from JSON key format to Key format . 12. Go back to your Agile instance and fill in the fplowing fields. a. Under Client Info tab , select Client ID , Client secret , Service account key and JSON key formats from drop down lists; b. If you want to apply permissions for your users, then click New button on Permissions tab , specify Group Name , Permission , Group Rpe , Permission Rpe , Default Rpe and save changes by clicking Save Changes button; 13. That's it! Now you can start working with Google Drive via Agile CRM interface. You can create project tasks, set them as dependent on Google Drive files or tasks from other projects, attach files from Google Drive to project tasks or move them between projects using drag-and-drop function.

The process to integrate Agile CRM and Google Drive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am