Create Google Drive folders for new cases on Workbooks CRM
When this happensStep 1: New Case
Then do thisStep 2: Create Folder
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
- A new case is created in Workbooks CRM
- Zapier creates a new folder in Google Drive
- Workbooks CRM
- Google Drive