Create Google Drive folders for new cases on Workbooks CRM

Your customer relationships often rely on supporting files. Keep everything organized with this time-saving integration. Configure it in minutes, and from then on when a new Workbooks Case is created, a corresponding Google Drive folder will be created, ready and waiting for your files.

Note: You could extend this integration even further to create sub-folders to ensure that your Google Drive folders always follow the same structure—effortlessly.

How this Workbooks CRM-Google Drive integration works

  1. A new case is created in Workbooks CRM
  2. Zapier creates a new folder in Google Drive

Apps involved

  • Workbooks CRM
  • Google Drive
Create Google Drive folders for new cases on Workbooks CRM
Workbooks CRM integration logo

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.

Google Drive integration logo

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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