Freshworks CRM + Google Drive Integrations
Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Google Drive
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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.
Google Drive IntegrationsLooking for the Google Drive Alternatives? Here is the list of top Google Drive Alternatives
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Dropbox
Best ways to Integrate Freshworks CRM + Google Drive
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Freshworks CRM + Google Drive
Upload File in Google Drive when New Appointment is created in Freshworks CRM Read More...When this happens...
New Appointment
Then do this...
Upload File
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Freshworks CRM + Google Drive
Create File from Text to Google Drive from New Appointment in Freshworks CRM Read More...When this happens...
New Appointment
Then do this...
Create File from Text
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Freshworks CRM + Google Drive
Create Folder to Google Drive from New Appointment in Freshworks CRM Read More...When this happens...
New Appointment
Then do this...
Create Folder
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Freshworks CRM + Google Drive
Upload File in Google Drive when New Task is created in Freshworks CRM Read More...When this happens...
New Task
Then do this...
Upload File
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Freshworks CRM + Google Drive
Create File from Text to Google Drive from New Task in Freshworks CRM Read More...When this happens...
New Task
Then do this...
Create File from Text
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Freshworks CRM + Google Drive without coding knowledge. Start creating your own business flow.
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New Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task created.
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New File
Triggers whenever a new file is added to any of the folders.
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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)
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
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Create File from Text
Create a new file from plain text.
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Create Folder
Create a new folder.
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Upload File
An existing file is copied to Google Drive from a different service.
How Freshworks CRM & Google Drive Integrations Work
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Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Google Drive as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Freshworks CRM to Google Drive.
(2 minutes)
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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.
