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Google Drive + Workbooks CRM Integrations

How to connect Google Drive + Workbooks CRM

Zapier lets you send info between Google Drive and Workbooks CRM automatically—no code required.

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Supported triggers and actions

What does this mean?

How Google Drive + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Google Drive and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Google Drive Tutorials

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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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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