Connect Google Drive and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use Google Drive and Kylas 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.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
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 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).
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Frequently Asked Questions
To start, connect both your Google Drive and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and Kylas 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 Kylas 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 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 MoreAbout Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
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