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Google Drive + Redtail CRM

Google Drive + Redtail CRM

Google Drive + Redtail CRM integrations

Create folders in Google Drive for new opportunities in Redtail CRM

When a new opportunity is added in Redtail CRM, this workflow ensures that a corresponding folder is immediately created in Google Drive. This efficient process saves time, eliminates manual data entry, and ensures that all important files related to the opportunity are kept in one central, accessible location. Perfect for businesses aiming to manage their sales opportunities more systematically and stay organized.

  1. When this happens...
    Opportunity Created
    Opportunity Created
    Opportunity CreatedTriggers when a new opportunity is created in your database.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with Redtail CRM and Google Drive

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

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

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    Instant
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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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