Integrate Freshworks CRM with Google Drive

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM + Google Drive quick connects for faster integration? Here’s our list of the best Freshworks 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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Connect Freshworks CRM + Google Drive in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & Google Drive Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Google Drive.

    (2 minutes)

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

Integration of Freshworks CRM and Google Drive

Freshworks CRM

Freshworks CRM is a web-based customer relationship management software. It manages various aspects of customer relations such as leads, contacts, opportunities, and deals. This software provides different features to the sales team such as lead generation, lead qualification and tracking, opportunity management and reporting.

Google Drive

Google Drive is a cloud storage space provided by Google that enables users to store files on the internet and access them from anywhere. Through this feature, users can create a fpder of documents and other media files in Google Drive and then share them with others. The shared files are accessible through any device that has an internet connection.

Integration of Freshworks CRM and Google Drive

Through integration of Freshworks CRM with Google Drive, users of the Freshworks CRM can directly upload files to Google Drive. Users can also add attachments to current records in their leads, contacts and accounts in Freshworks CRM. Google Drive will convert these files into PDF format for their security purposes. For instance, if a user pastes a PowerPoint file in an attachment field, then Google Drive will convert it into a PDF format. Also, Google Drive will convert images into JPEG format.

The benefits of integrating Freshworks CRM with Google Drive are as fplows:

Users can access files easily

Users can share files with others at the same time

Documents can be stored in the cloud

No need to install any software in order to use the service

Benefits of Integration of Freshworks CRM and Google Drive

The benefits of integrating Freshworks CRM with Google Drive are as fplows:

The process to integrate Freshworks 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 November 09,2022 06:11 pm