Google Drive
Copper

Google Drive and Copper Integration

Seamlessly connect Google Drive with Copper to streamline your document management and CRM workflows.

Explore Triggers and Actions

New Access Proposal
Trigger new event when a new access proposal is requested in Google Drive
Changes to Specific Files
Watches for changes to specific files, triggerting an event when a change is made to one of those files. To watch for changes to
Changes to Specific Files (Shared Drive)
Watches for changes to specific files in a shared drive, triggerting an event when a change is made to one of those files
New Files (Instant)
Trigger new event when a new file is added in your linked Google Drive
New Shared Drive
Triggers a new event any time a shared drive is created.
New Spreadsheet (Instant)
Trigger new event when a new spreadsheet is created in a drive.
New or Modified Files (Instant)
Trigger new event when a file in the selected Drive is created, modified or trashed.
New Files (Shared Drive)
Trigger new event when a new file is added in your shared Google Drive
New or Modified Folders (Instant)
Trigger new event when a folder is created or modified in the selected Drive
Associate to Project
Relates an existing project with an existing CRM object.
Create or Update Person
Creates a new person or updates an existing one based on email address.
Create or Update Project
Creates a new project or updates an existing one based on the project name.
Get Object
Retrieves an existing CRM object.

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.

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What can Ayudo do with Google Drive and Copper?

Our Google Drive and Copper integration allows you to effortlessly link, access, and manage your files directly within Copper. Keep all your customer documents organized and easily accessible without switching between platforms, enhancing productivity and collaboration across your sales and customer success teams.

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

Frequently asked questions

How does the Google Drive and Copper integration work?

The integration enables you to attach Google Drive files to Copper contacts, companies, and opportunities, allowing you to view and manage documents without leaving Copper. Changes made in Google Drive are automatically reflected in Copper, ensuring your files are always up to date.

Can I share Google Drive files with my team through Copper?

Yes, you can share Google Drive files linked within Copper with your team members. Permissions set in Google Drive apply, so you control who can view or edit the documents.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses secure OAuth authentication and adheres to Google's and Copper's security protocols, ensuring your data remains private and protected at all times.

Do I need to install any additional software to use this integration?

No additional software is required. The integration is built directly into Copper and Google Drive, making setup quick and hassle-free through your existing accounts.

Will syncing files between Google Drive and Copper affect my storage limits?

No, linking files between Google Drive and Copper does not duplicate or consume additional storage. Files remain stored in Google Drive, and Copper simply references them for easy access.

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