Google Drive and Zoho CRM Integration

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

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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 Zoho Crm?

The Google Drive and Zoho CRM integration allows you to effortlessly link, access, and manage your Google Drive files directly within Zoho CRM. This integration ensures that all your important documents, contracts, and presentations are organized alongside your customer data, enabling your sales and support teams to work more efficiently and close deals faster.

Frequently asked questions

How do I connect Google Drive with Zoho CRM?

To connect Google Drive with Zoho CRM, navigate to the integrations section in Zoho CRM settings, select Google Drive, and authorize access by signing into your Google account. Once connected, you can start attaching and managing Drive files within your CRM records.

Can I access Google Drive files directly from Zoho CRM?

Yes, once integrated, you can view, attach, and manage your Google Drive files directly within Zoho CRM modules such as Contacts, Deals, and Accounts without switching between platforms.

Does the integration support real-time syncing of files?

While the integration allows you to access and attach files from Google Drive instantly, any changes made to files in Google Drive are reflected in Zoho CRM in real-time, ensuring you always have the latest version.

Is my data secure when using this integration?

Absolutely. The integration uses secure OAuth authentication and adheres to strict data privacy standards to ensure your files and CRM data remain protected at all times.

Are there any limits on the number of files I can link between Google Drive and Zoho CRM?

There are no specific limits imposed by the integration itself; however, your Google Drive storage limits and Zoho CRM plan restrictions may apply.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Google Drive and Zoho Crm?

Frequently asked questions

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