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Create Google Drive folders for new cases on Workbooks CRM

  1. When this happensStep 1: New Case

  2. 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

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

Apps involved

  • Workbooks CRM
  • Google Drive

Connect Google Drive + Workbooks CRM in Minutes

It's easy to connect Google Drive + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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