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Microsoft Dynamics CRM + Google Drive Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Google Drive

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Google Drive

Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive Integrations
Google Drive Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Dropbox Dropbox

Best Microsoft Dynamics CRM and Google Drive Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Dropbox

    Google Drive + Dropbox

    Copy new Google Drive files in a specific folder to Dropbox Read More...
    When this happens...
    Microsoft Dynamics CRM New File in Folder
     
    Then do this...
    Dropbox Upload File
    Integrate your Dropbox and Google Drive with Appy Pie Connect, and make your life easier. This Connect can save you a lot of time every day by helping you store and organize your important files in a systematized manner. Once you’ve set up this integration, whenever a file is added to Google Drive, we will copy that file to the designated folder in Dropbox.
    How It Works
    • Triggers when a new file is added in Google Drive
    • This Connect automatically copies that file to a designated Dropbox
    What You Need
    • A Google Drive account
    • A Dropbox account
  • Microsoft Dynamics CRM Dropbox

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Google Drive in easier way

It's easy to connect Microsoft Dynamics CRM + Google Drive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New File

    Triggers whenever a new file is added to any of the folders.

  • New File in Folder

    Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create File from Text

    Create a new file from plain text.

  • Create Folder

    Create a new folder.

  • Upload File

    An existing file is copied to Google Drive from a different service.

How Microsoft Dynamics CRM & Google Drive Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Google Drive as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Google Drive with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Google Drive

Google Drive is a file storage and synchronization service developed by Google. The storage service allows users to store files online so that the files can be accessed from any computer with Internet access. The user interface of Google Drive is based on Google Docs, an office suite which allows users to create and edit documents, spreadsheets and presentations. Microsoft Dynamics CRM is a customer relationship management application software produced by Microsoft for use in sales, marketing, customer service, business intelligence, supply chain management, project management and other business-related functions.Microsoft Dynamics CRM integrates Google Drive in order to allow users to store files online in the cloud. When the integration is complete, users can insert a hyperlink into the body of a Microsoft Dynamics CRM record, for example, a contact or a sales lead. When a user clicks on the hyperlink, it will open the file stored in Google Drive and allow users to view or edit the document as needed. The user can also save the file back to Google Drive after making changes.Microsoft Dynamics CRM integrates Google Drive by using an add-in called the Microsoft Dynamics CRM for Google Drive plug-in. The plug-in was designed and developed by Microsoft in order to connect Microsoft Dynamics CRM and Google Drive services. The plug-in was first made available for public use in November 2013 as part of the Winter '14 release of Microsoft Dynamics CRM Online.Microsoft Dynamics CRM is a cloud-based application which means that it can be accessed via the Internet from any compatible web browser such as Firefox, Chrome, Safari or Internet Explorer. Users can log in to their accounts and access their data from any location with Internet access. When a user clicks on a hyperlink which opens a file stored in Google Drive, the file will automatically open in Google Docs and allow the user to edit or view it. A user can then save the file back to Google Drive when necessary.

Many businesses have implemented Microsoft Dynamics CRM because of its low cost of ownership and ease of implementation when compared to competing applications such as Salesforce.com's CRM software or Oracle's Siebel CRM software. Businesses can also choose between hosted implementations of Microsoft Dynamics CRM or self-hosted implementations which they install on their own servers.Microsoft Dynamics CRM is estimated to have over 1 million users worldwide. It is used by companies of various sizes including Fortune 500 companies such as Dupont, Vpkswagen, Panasonic and many others. Many organizations use Microsoft Dynamics CRM to improve customer service through better communication with customers and better management of customer data. Other organizations use it for sales management purposes by centralizing all customer data in one place and allowing sales staff to easily view all customer information and track sales progress. For instance, companies like GEICO use it to manage insurance claims while Nordstrom's uses it to track inventory and manage customer relationships.Microsoft has partnered with various third party companies such as Adobe, IBM, MongoDB and others in order to integrate their technpogies into Microsoft Dynamics CRM. One notable partnership is the one with MongoDB. In July 2015, Microsoft announced that it had integrated MongoDB's database technpogy with Microsoft Dynamics CRM Online so that users could directly interact with MongoDB databases from within the application without needing to set up separate hosting environments.

The process to integrate Microsoft Dynamics CRM and Google Drive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.