Google Drive
Close

Google Drive and Close Integration

Seamlessly connect Google Drive with Close to streamline your sales workflow and keep all your documents organized in one place.

Explore Triggers and Actions

New or Modified Comments (Instant)
Trigger new event when a comment is created or modified in the selected file
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Google Drive and Close?

Our Google Drive and Close integration empowers sales teams to effortlessly attach, share, and manage files directly within Close. Sync your important documents, proposals, and contracts from Google Drive without leaving your CRM, ensuring your sales process is faster, more efficient, and fully organized.

Connect
Google Drive
and
Close
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Google Drive with Close?

Simply navigate to the integrations section in your Close account settings, select Google Drive, and follow the prompts to authorize and link your Google Drive account.

Can I attach Google Drive files directly to my Close emails?

Yes! You can browse and attach files from your Google Drive directly within the Close email composer, making it easy to share documents with your prospects.

Will my Google Drive files sync automatically with Close?

Files you attach from Google Drive are linked within Close, but any updates made in Google Drive will reflect when accessed through Close, ensuring you always share the latest version.

Is my data secure when using the Google Drive and Close integration?

Absolutely. We use secure OAuth authentication and adhere to strict data privacy standards to ensure your files and information remain protected.

Does this integration work with all Google Drive file types?

Yes, you can attach and share any file type stored in Google Drive, including documents, spreadsheets, presentations, and PDFs, directly within Close.

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