Integrating Google Drive with Odoo CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Google Drive and Odoo CRM

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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.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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Connect Google Drive + Odoo CRM in easier way

It's easy to connect Google Drive + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New File

    Triggers whenever a new file is added to any of the folders.

  • 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)

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Add File Sharing Preference

    Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

  • Create File from Text

    Create a new file of given MimeType from plain text.

  • Create Folder

    Create a new folder.

  • Upload File

    An existing file is copied to Google Drive from a different service.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Google Drive & Odoo CRM Integrations Work

  1. Step 1: Choose Google Drive as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Drive to Odoo CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 4:16 pm
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