Zoho CRM + Google Drive + Zoho WorkDrive Integrations
How to connect Zoho CRM + Google Drive + Zoho WorkDrive
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho CRM, Google Drive, and Zoho WorkDrive. And don’t forget that you can add more apps and actions to create complex workflows.
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Account to which the lead need to be merged.
Overwrite
If set to true Account name of the above selected Account will be replaced by the Company name.
Contact ID
Contact to which the lead need to be merged.
Assign to
User ID to which the new contact/account ownership to be assigned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Select the module you want to update an entry in.
LayoutRequired
Select the layout you want to use to update the entry with.
Entry IDRequired
Entry ID to update
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
ActionThis is an event a Zap performs.SearchFind existing data in your appE-mailRequired
LayoutRequired
Select the layout you want to use to create a lead with.
Trigger Workflow?
If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFileRequired
File to Copy
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we name the new copy as "Copy of {original file name}".
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File NameRequired
File ContentRequired
Use plain text.
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
File IdRequired
Sharing PreferenceRequired
This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
Organization Domain
Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example:
yourcompany.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeam
If you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to go to your "My Folders" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder
Select the folder you want to check for new folders in. Repeat this to navigate to sub-folders inside the selected folder, or to go back to the parent folder (To select a parent folder, click "/"). Note: New folders added to sub-folders inside the folder you choose here will NOT trigger this Zap.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeam
Select your team. If you want to select "My Folders," this field can be ignored. However, if you're using the Team edition and are part of multiple teams, you can select a team here to go to your "My Folder" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder
Select the folder where you want to save your file. Repeat this to navigate to sub-folders inside the selected folder or to go back to the parent folder (To select a parent folder, click "/").
File NameRequired
Give your file a name. The file will always be created with '.txt' extension.
File ContentRequired
Enter the plain text content to be added inside the new text file.
Overwrite File?Required
If there's an existing file with the same name, do you want us to overwrite it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
NameRequired
Is Public ?Required
Do you want this team folder to be visible to all your team members?
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search TermRequired
Enter the file content you want to search for. We'll look for the search terms in both file name and content.
Team
Team Folder
Select a Team Folder or your "My Folders" (By default, we will look for the file in all the Team Folders).
File Type
File Creation Date Range
Select the file creation date range you want to search for. If you don't select a date range, we'll search for the file in all date ranges.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Team
Team Folder
Select a Team Folder or your "My Folders" (By default, we will look for the folder in all the Team Folders).
Folder NameRequired
Folder Creation Date Range
If you do not select a date range, we'll search for the folder in all date ranges.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Team
Select your team. If you want to select "My Folders", this field can be ignored. However, if you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to create a folder under your "My Folders" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder NameRequired
Folder Creation Date Range
If you do not select a date range, we'll search for the folder in all date ranges.
Folder
Select the folder in which you want to create your folder. Repeat this to go to sub-folders inside the selected folder, or to go back to the parent folder (To select a parent folder, click "/").
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
Comma separated Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.E-mailRequired
LayoutRequired
Select the layout you want to use to create a contact with.
Trigger Workflow?
If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModuleRequired
Field nameRequired
ValueRequired
Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Include Deleted
Should this trigger also on files that are deleted?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to Move
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
FolderRequired
Destination folder to move into. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
File to ReplaceRequired
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to create a shortcut to
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Destination folder for shortcut. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeam
If you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to go to your "My Folders" in that team. If you're part of the Personal edition of Zoho WorkDrive, then this option is not applicable for you.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder
Select the folder you want to check for new files in. Repeat this to go to sub-folders inside the selected folder, or to go back to the parent folder (To select a parent folder, click "/"). Note: New files added to sub-folders inside the folder you choose here will NOT trigger this Zap.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeam
Select your team. If you want to select "My Folders", this field can be ignored. However, if you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to create a folder under your "My Folders" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder
Select the folder in which you want to create your folder. Repeat this to go to sub-folders inside the selected folder, or to go back to the parent folder (To select a parent folder, click "/").
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Select your team. If you want to select "My Folders", this field can be ignored. However, if you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to send your files to your "My Folders" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder
Navigate to your preferred folders or go back to the parent folder.
FileRequired
The file must be from another cloud service or a public URL. File size should be less than 100MB.
File Name
Give your file a name including the extension. Ex : myTestFile.pdf.
Overwrite File?Required
If there's an existing file with the same name, do you want us to overwrite it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
File NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeamRequired
Select your team. If you want to select "My Folders", this field can be ignored. However, if you're part of the Team edition of Zoho WorkDrive and are also part of multiple teams, you can select a team here to create a folder under your "My Folders" in that team.
Team FolderRequired
Select a Team Folder or your "My Folders".
Folder NameRequired
Folder Creation Date Range
If you do not select a date range, we'll search for the folder in all date ranges.
Folder
Select the folder in which you want to create your folder. Repeat this to go to sub-folders inside the selected folder, or to go back to the parent folder (To select a parent folder, click "/").
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Zoho CRM + Google Drive + Zoho WorkDrive Integrations Work
- Step 1: Authenticate Zoho CRM, Google Drive, and Zoho WorkDrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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