Google Drive + Odoo CRM

Google Drive + Odoo CRM integrations

Create new Google Drive folders for each new lead in Odoo CRM

With this workflow, whenever a new lead is added in the Odoo CRM system, a corresponding folder is immediately created in Google Drive. It's an effective way to ensure every lead gets their own digital space for important documentation and data storage. It streamlines the sales process, providing a seamless link between your CRM and cloud storage solutions, minimizing admin tasks and keeping everything organized.

When this happens...
New LeadTriggers on a new lead.
TriggerPolling
automatically do this!
Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWrite

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More things you can do with Odoo CRM and Google Drive

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

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- 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
- Api_docs_info
- 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

Create Lead
Creates a lead.
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.

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File Management & Storage

Google

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About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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Related categories

CRM (Customer Relationship Management)

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