Connect ClearCRM and Google Drive
Integrate ClearCRM with Google Drive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Folder in Google Drive when Get recent contracts from ClearCRM
Share File via Google Drive when Get recent contracts from ClearCRM
Copy a File to Google Drive when Get recent contracts from ClearCRM
Get File Content from Google Drive when Get recent contracts from ClearCRM
Delete File from Google Drive when Get recent contracts from ClearCRM
Popular ClearCRM + Google Drive flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Google Drive
Automatically do this!
Create a new sheet or doc or slide
Create Folder
Share File
Copy a File
List Files
Share File With Anyone
Reply to Comment
Get File Content
Delete File
Move a File
Upload Files
Search Folder
Search File
Get File or Folder by ID
Replace File
Create Comment
List Comments
Create Folder in Google Drive when Get recent contracts from ClearCRM
Use this flowShare File via Google Drive when Get recent contracts from ClearCRM
Use this flowCopy a File to Google Drive when Get recent contracts from ClearCRM
Use this flowGet File Content from Google Drive when Get recent contracts from ClearCRM
Use this flowDelete File from Google Drive when Get recent contracts from ClearCRM
Use this flowGet File or Folder by ID from Google Drive when Get recent contracts from ClearCRM
Use this flowCopy a File to Google Drive when New Customer in Clearcrm
Use this flowGet File Content from Google Drive when New Customer in Clearcrm
Use this flowUpload Files to Google Drive when New Customer in Clearcrm
Use this flowSearch File in Google Drive when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Google Drive.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create a new sheet or doc or slide
Create a new Google Docs document, Sheet, or Slide in Google Drive and optionally save it to a chosen folder.
Create Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share File
Grant a specific user or anyone access to a Google Drive file as Viewer, Commenter, or Editor.
Copy a File
Make a copy of a Google Drive file into a selected folder, optionally giving it a new name.
List Files
Get files from Drive or folder
Share File With Anyone
Make a file accessible via a shareable link and set access level (Viewer, Commenter, Editor).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About Google Drive
Google Drive is a secure cloud storage and file collaboration platform that lets users store, share, organize, sync, and collaborate on files from anywhere, including documents, spreadsheets, PDFs, and other file types.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Google Drive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Google Drive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Google Drive. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Google Drive, and a separate workflow where Google Drive triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Google Drive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Google Drive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
