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.
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
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Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers whenever a new file is added to any of the folders.
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Create a new file from plain text.
Create a new folder.
An existing file is copied to Google Drive from a different service.
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.
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