Google Drive + Leap CRM

Google Drive + Leap CRM integrations

Create new Google Drive folders for every new customer in Leap CRM

Organize your new clients efficiently with this automation. When a new customer is added in Leap CRM, it generates a corresponding folder in your Google Drive. This not only keeps your information neatly arranged but also saves your time by avoiding manual data entry. Use this workflow to streamline your client management process efficiently.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Leap CRM and Google Drive

Discover other triggers and actions you can use with Leap CRM and Google Drive

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents List
  Required
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It

- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- File
  Required
- Export Format
  Required
Action
Write

- Drive
- Parent Folder
- Folder Name
  Required
Action
Write
- Drive
- Folder
- File Name
  Required
- File Content
  Required
- Convert to Document?
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- Folder
- File ID
  Required
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search or write

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
Action
Write
- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include_deleted
Trigger
Polling
Try It
- Drive
- Folder
- File
  Required
- Confirm deletion
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Email Address
- Permission ID
Action
Write
- Shared Drive Name
  Required
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension_copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder ID
  Required
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

File Management & Storage

Google

Similar apps

Dropbox

File Management & Storage

Box

File Management & Storage

OneDrive

File Management & Storage, Microsoft

About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier