Connect Google Drive and Microsoft Dynamics 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 Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Google Drive and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated File in specific folder
Triggers when a new or updated file in a specific folder .
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
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 Sheet, Document, or presentation file quickly and easily.
Create a Folder
creates an empty folder.
Share a File
shares a file
Copy a File
creates a copy of an existing file.
Get all Files
Get all files in google drive
Share a file with Anyone
shares a file with anyone on the internet.
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Step by step guides to integrate Google Drive and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Google Drive and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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