Connect Entera CRM and Google Drive to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Create a new sheet or doc or slide
Create a Folder
Share a File
Copy a File
List files
Share a file with Anyone
Get Files Content from the Folder
Move a File
Upload a File
Search Folder
Search File
Get File or Folder by ID
Replace a File
Ready to use Entera CRM and Google Drive automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated File in specific folder
Return files that were created or modified in a specified Google Drive folder within the configured time window.
Do thisActions
Action is the task that follows automatically within your Entera CRM integrations.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
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 a Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
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Frequently Asked Questions
To start, connect both your Entera CRM and Google Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Google Drive (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in Google Drive. This includes choosing which data fields go into which fields of Google Drive, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and Google Drive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Entera CRM and Google Drive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
Learn MoreAbout Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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