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Freshworks CRM + Google Drive Integrations

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

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

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 Freshworks CRM and Google Drive Integrations

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Freshworks CRM Dropbox

    Google Drive + Dropbox

    Copy new Google Drive files in a specific folder to Dropbox Read More...
    When this happens...
    Freshworks 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
  • Freshworks CRM Trello

    Google Drive + Trello

    Create Trello cards from new Google Drive files Read More...
    When this happens...
    Freshworks CRM New File in Folder
     
    Then do this...
    Trello Create Card
    Get more out of your Google Drive by connecting it to Trello. After setting this integration up, whenever a new file is saved in a chosen folder in your Google Drive, Appy Pie Connect will automatically create a card in Trello. With this Trello and Google Drive integration, you can make your team collaboration more efficient.
    How It Works
    • Triggers every time a new file is saved to a chosen folder in your Google Drive
    • Appy Pie Connect automatically creates a new card in Trello
    What You Need
    • A Google account
    • A Trello account
  • Freshworks CRM Trello

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & Google Drive Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshworks 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 Freshworks CRM and Google Drive

Freshworks is software development company based in Chennai. It offers cloud-based customer relationship management (CRM. and business process automation (BPA. software to small and medium-sized companies. The company’s technpogy can be used to manage leads, convert leads into customers, identify high-value customers, respond to customers via email or phone calls, automate repetitive tasks, and track the status of every customer interaction.

Google Drive is a file storage service developed by Google. Users can upload files online from their desktop computers. Files are accessible from any computer with Internet access. Files can be viewed in a web browser. Applications for Android devices and Apple iOS devices are available that can synchronize files across multiple devices, including mobile phones and tablets. The service is currently free.

Integration of Freshworks CRM with Google Drive will provide fplowing benefits:

An employee can create a contact record directly from Gmail Contacts list. This feature will save time for employees. One click on ‘Add to CRM’ option will save information about the contact in Freshworks CRM.

The application allows users to see their contacts in Gmail Contacts list even if they are not registered users of Freshworks CRM.

Google Drive has an offline feature where documents are downloaded in their native format which means user can still open the document even when there is no internet connection. Integration of Freshworks CRM with Google Drive will allow users to view their sales pipeline even when they are offline.

Some salespeople may be reluctant to use CRM because they do not want to spend time training on it. Integration of Freshworks CRM with Google Drive will allow them to use the application without training.

Retailers and distributors can benefit from integration of Freshworks CRM and Google Drive as they can view their inventory lists just by clicking on the product name from Gmail Contacts list. They do not have to go back and forth between websites.

Integration of Freshworks CRM with Google Drive will provide fplowing benefits:

The process to integrate Freshworks 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.