Zoho CRM and Google Drive Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Share File or Folder

Add a

Copy File

Create a copy of the specified file.

Create New File From Template

Create a new Google Docs file from a template. Optionally include placeholders in the template document that will get replaced from this action.

Create New File From Text

Create a new file from plain text.

Create Shared Drive

Create a new shared drive.

Create Folder

Create a new empty folder.

Delete Shared Drive

Delete a shared drive without any content.

Delete File

Permanently delete a file or folder without moving it to the trash.

Download File

Download a file.

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.

What can Ayudo do with Zoho Crm and Google Drive?

Our Zoho CRM and Google Drive integration allows you to effortlessly link your customer data with your files and documents. Automatically sync and access all your important sales documents, contracts, and presentations directly within Zoho CRM. This integration boosts productivity by keeping your files organized and easily accessible, enabling your sales team to close deals faster and collaborate more effectively.

Frequently asked questions

How does the Zoho CRM and Google Drive integration work?

The integration connects your Zoho CRM account with Google Drive, allowing you to attach, view, and manage Google Drive files directly from your CRM records. Files related to contacts, deals, or accounts can be synced and accessed without switching platforms.

Can I automatically sync files between Zoho CRM and Google Drive?

Yes, you can set up automatic syncing rules to ensure that files added or updated in Zoho CRM are reflected in Google Drive and vice versa, keeping your documents up-to-date across both platforms.

Is it possible to share Google Drive files with my team through Zoho CRM?

Absolutely. You can share Google Drive documents linked to CRM records with your team members, ensuring everyone has access to the latest files and can collaborate efficiently.

Does this integration support file version control?

Yes, Google Drive’s version control features remain intact when accessed through Zoho CRM, allowing you to track changes and revert to previous versions of your documents as needed.

What security measures are in place for this integration?

The integration uses secure OAuth authentication to connect your accounts, ensuring that your data and files are protected. Access permissions are managed through Google Drive and Zoho CRM’s built-in security settings.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Google Drive?

Frequently asked questions

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