Google Drive + Zoho CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Google Drive and Zoho CRM
- No code
- No Credit Card
- Lightning Fast Setup
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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.
About Zoho CRM
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Zoho CRM IntegrationsLooking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives
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Salesforce
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Pipedrive
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HubSpot CRM
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Agile CRM
Best ways to Integrate Google Drive + Zoho CRM
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Google Drive + Zoho CRM
Create/Update Lead to Zoho CRM from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create/Update Lead
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Google Drive + Zoho CRM
Create/Update Contact to Zoho CRM from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create/Update Contact
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Google Drive + Zoho CRM
Create Module Entry to Zoho CRM from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create Module Entry
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Google Drive + Zoho CRM
Add Attachment in Zoho CRM when New File in Folder is created in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Add Attachment
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Google Drive + Zoho CRM
Create/Update Lead to Zoho CRM from New File in Google Drive Read More...When this happens...
New File
Then do this...
Create/Update Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Google Drive + Zoho CRM without coding knowledge. Start creating your own business flow.
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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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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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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.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How Google Drive & Zoho CRM Integrations Work
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Step 1: Choose Google Drive 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 Zoho CRM 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 Google Drive to Zoho CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Google Drive and Zoho CRM
Google Drive
Google Drive is an online file storage and cplaboration platform developed by Google. It allows users to create, share and edit files online for free and gives them access to the files on mobile devices or computers via the web using a web browser or the Google Drive mobile app. Users can upload files of any type, including images, videos, documents, PDFs and others. Files can also be shared publicly or with specific people. Google Drive also includes Google Docs, Sheets and Slides, which are web applications that allow users to create and edit documents, spreadsheets and presentations respectively.
Zoho CRM
Zoho CRM is a customer relationship management software designed for small businesses. It allows users to store information about customers, leads, prospects and other contacts and their interactions with the company. It also enables users to manage sales process including quotes, orders, invoices and other business activities. Zoho CRM integrates with other Zoho services such as Zoho Mail, Zoho Projects and Zoho Creator.
Integration of Google Drive and Zoho CRM
The integration of Google Drive and Zoho CRM is beneficial because they offer different features that can enhance each other’s usefulness. For example, the integration of Google Drive and Zoho CRM’s cloud-based email service allows users to save attachments directly to Google Drive instead of emailing them to themselves. This saves time and effort in managing emails and attachments separately. Users are able to access their files from anywhere as long as they have an internet connection since both Google Drive and Zoho CRM are cloud-based. Another benefit is that users do not need to install any software on their devices, as both programs are web-based. The integration also allows users to store data on both platforms for easier access and recovery in case one service crashes. In addition, users can access all the files saved on both platforms through their personal computers or mobile devices.
Benefits of Integration of Google Drive and Zoho CRM
The process to integrate Google Drive and Zoho CRM 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.
