Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Box lets you keep all your businesses files in one place for simple online collaboration.

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

SugarSync is an easy-to-use file sharing, online backup and cloud storage service you can use to sync music, photos and files across any device. Sync just a few folders or all of your folders. Collaborate on team projects, distribute view-only files, or post links to documents on the web.

SugarSync

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.

Google Drive will keep all your files organized and up to date, and with Zapier, you can connect Google Drive to all your other apps. Send notifications, create and update documents, and share files without even opening Google Drive. Use Zapier to make Google Drive even more powerful by automatically managing your files—making sure they’re right where you need them, when you need them.

Here are some creative ways to use Google Drive with Zapier:

Save all your Gmail attachments without having to download them yourself. Zapier will add files to Google Drive in the folder of your choice.

Stay up to date on file sharing while working in Slack. Whenever a specific Drive folder receives a file, you’ll get an Slack notification. 

Organize meeting notes for new clients. When you create a new Trello card, Zapier will search for specific files in Google Drive and attach them to that card.

Google Drive

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.

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

Zapier creates a new folder in Google Drive

Google Drive

Workbooks CRM

Google Drive

Workbooks CRM

Create Google Drive folders for new cases on Workbooks CRM

How this Workbooks CRM-Google Drive integration works

Apps involved

Connect Google Drive + Workbooks CRM in Minutes

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