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.
Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.Freshworks CRM Integrations
Google Drive + Freshworks CRMCreate Contact to Freshworks CRM from New File in Folder in Google Drive Read More...
Google Drive + Freshworks CRMCreate Note to Freshworks CRM from New File in Folder in Google Drive Read More...
Google Drive + Freshworks CRMCreate Account to Freshworks CRM from New File in Folder in Google Drive Read More...
Google Drive + Freshworks CRMAdd Appointment in Freshworks CRM when New File in Folder is created in Google Drive Read More...
Google Drive + Freshworks CRMCreate Task to Freshworks CRM from New File in Folder in Google Drive Read More...
It's easy to connect Google Drive + Freshworks CRM without coding knowledge. Start creating your own business flow.
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)
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.
Create a new file from plain text.
Create a new folder.
An existing file is copied to Google Drive from a different service.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
According to Wikipedia, Google Drive is a file storage and communication service that provides cloud-based storage for personal computer users, including Gmail users. Google Drive allows users to upload any type of file such as images, videos, presentations, etc. Files can be synced to desktop computers or Android devices via Google Drive app which is available on the Google Play Store. Google Drive also provides its users with a 15GB free storage space.
According to Wikipedia, Freshworks CRM is a software product designed for small businesses that need to manage their contacts with customers or leads. The Freshworks CRM has several modules that are useful in sales, customer support, project management, marketing, etc. There are three editions of the Freshworks CRM namely Basic Edition, Standard Edition, and Premium Edition which are available at different prices. All three editions have some similarities but the Premium Edition is the most advanced one.
Integration of Google Drive and Freshworks CRM helps business owners in managing their contacts more efficiently. First of all, integration of Google Drive and Freshworks CRM allows business owners to export their contacts from Google Drive into Freshworks CRM. This helps them easily organize their contacts since they don’t need to copy their contacts into another document or sheet for this purpose. Besides, it is much more convenient for business owners to export their contacts from Google Drive into Freshworks CRM than to manually copy and paste each contact’s details into the software. Second, integration of Google Drive and Freshworks CRM allows business owners to import contacts from Freshworks CRM into Google Drive in order to share their contacts with the team members in the organization. For example, when a business owner needs to send data files to his/her team members in order to complete a project, he/she can simply import the contact list into Google Drive and then share it with the team members through email or other communication platforms. Third, integration of Google Drive and Freshworks CRM allows business owners to export data from Freshworks CRM into Google Drive automatically. For instance, if a business owner wants to create an email marketing campaign for his/her customers or leads, he/she can use the name lists exported from Freshworks CRM into Google Drive as the mailing list for the campaign. In this way, it will be easier for him/her to manage his/her mailing list since he/she does not need to manually create a new sheet in Google Sheets or a new document in Google Docs for this purpose. Fourth, integration of Google Drive and Freshworks CRM allows business owners to create a contact list from notes created in Google Drive. For example, if a business owner creates a document in Google Drive containing important information about an important prospect such as name, email address, phone number, etc., he/she can open that document and export its contents as a contact list into Freshworks CRM. In this way, it will be easier for him/her to manage his/her prospects because he/she does not have to copy and paste each prospect’s information to a separate document or sheet.
The fplowing are some benefits of integration of Google Drive and Freshworks CRM:
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