Zoho CRM + Google Drive Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Google Drive
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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.
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 Zoho CRM + Google Drive
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Zoho CRM + Google Drive
Upload File in Google Drive when New Contact is created in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Upload File
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Zoho CRM + Google Drive
Create File from Text to Google Drive from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create File from Text
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Zoho CRM + Google Drive
Create Folder to Google Drive from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Folder
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Zoho CRM + Google Drive
Upload File in Google Drive when New Record is created in Zoho CRM Read More...When this happens...
New Record
Then do this...
Upload File
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Zoho CRM + Google Drive
Create File from Text to Google Drive from New Record in Zoho CRM Read More...When this happens...
New Record
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 Zoho CRM + Google Drive without coding knowledge. Start creating your own business flow.
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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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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 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.)
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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 Zoho CRM & Google Drive Integrations Work
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Step 1: Choose Zoho 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 Zoho 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 Zoho CRM and Google Drive
Zoho is a cloud-based software company. Zoho created an online CRM software to help businesses manage their customer relationship. It offers more than 30 products in the categories of business applications and document management.
Google Drive is online storage space of Google. It provides cloud storage for all user’s files and documents. Google Drive has unlimited storage capacity. Users can upload, share, create and edit files in Google Drive.
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Zoho CRM integrates with Google Drive and enables users to export data from Zoho CRM to Google Drive. They can export data into the fplowing formats:
Google Docs
Excel Spreadsheet
CSV
HTML
Text document
Users can also import data from Google Drive into Zoho CRM as leads, contacts or accounts. In this way, they can maintain a single list of data rather than maintaining separate lists in different applications. This makes it easy to track the status of sales and fplow up on leads. It also helps users to manage their contacts across multiple devices in real time. For example, if a user has a laptop and smart phone and wants to sync data across these devices, then he/she can do it by simply exporting the data from Zoho CRM to Google Drive. Thus, it becomes easier for users to cplaborate and work together on projects even when working remotely.
In addition, integrating Zoho CRM with Google Drive helps users to get rid of data duplication. They don’t need to maintain separate lists as mentioned earlier. For example, if a user exports a contact record from Zoho CRM to Google Drive, he/she can easily add that contact in any other application like Gmail or Outlook. This helps the user to eliminate redundant data entry. Also, by using a single list of contact data, users can view their contact list in one place without having to go through multiple applications. Furthermore, there is no need for users to store duplicate copies of contacts because they can sync the data between Google Drive and Zoho CRM and access it from any device. Thus, integration of Zoho CRM with Google Drive helps users to overcome the issues of redundancy and ease the process of managing contacts and leads. In addition, users can quickly search contacts across all devices which saves them time and effort.
The process to integrate Zoho 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.
