CRM Connector + Google Drive

Update CRM Connector activities when files in Google Drive are updated

Experience efficiency at its best with this workflow that springs into action when an update in a Google Drive file is detected. It swiftly records the activity in your CRM Connector, ensuring your customer relationship management records are always up-to-date. This automation serves as a seamless link between your cloud storage and customer management tools, saving you time and enhancing productivity.

Experience efficiency at its best with this workflow that springs into action when an update in a Google Drive file is detected. It swiftly records the activity in your CRM Connector, ensuring your customer relationship management records are always up-to-date. This automation serves as a seamless link between your cloud storage and customer management tools, saving you time and enhancing productivity.

  1. When this happens...
    Google DriveGoogle Drive
    Updated File

    Triggers when a file is updated in a specific folder (but not its subfolders).

    TriggerPolling
  2. automatically do this!
    CRM ConnectorCRM Connector
    Create CRM Activity

    Creates a new CRM activity for a contact.

    ActionWrite
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Supported triggers and actions

    • Drive

    • Folder

    • Include Subfolders?

    • Subfolder Depth Limit

    • Include Deleted Files?

    Trigger
    Polling
    Try It
    • Drive

    • Folder

    • Include Deleted

    Trigger
    Polling
    Try It
    • Drive

    • Folder

    • FileRequired

    • Confirm deletionRequired

    Action
    Write
    • Drive

    • Folder

    • FileRequired

    • Convert to Document?

    • File Name

    • File Extension

    • Idempotency Key

    Action
    Write
crm-connector logo
crm-connector logo

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

Related categories

  • CRM (Customer Relationship Management)

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google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn more

Related categories

  • File Management & Storage
  • Google

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