Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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 IntegrationsFreshworks CRM + Google Drive
Upload File in Google Drive when New Appointment is created in Freshworks CRM Read More...Freshworks CRM + Google Drive
Create File from Text to Google Drive from New Appointment in Freshworks CRM Read More...Freshworks CRM + Google Drive
Create Folder to Google Drive from New Appointment in Freshworks CRM Read More...Freshworks CRM + Google Drive
Upload File in Google Drive when New Task is created in Freshworks CRM Read More...Freshworks CRM + Google Drive
Create File from Text to Google Drive from New Task in Freshworks CRM Read More...It's easy to connect Freshworks CRM + Google Drive without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
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)
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Create a new file from plain text.
Create a new folder.
An existing file is copied to Google Drive from a different service.
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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 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.
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
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.