Connect Google Drive and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Google Drive and Apptivo CRM automations
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 Google Drive 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 a Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share a 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).
Know More About Google Drive and Apptivo Integrations
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Frequently Asked Questions
To start, connect both your Google Drive and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and Apptivo CRM 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 Google Drive and Apptivo CRM. 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 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.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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