Connect Google Drive and Pipeline 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 Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Google Drive and Pipeline 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 Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
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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Frequently Asked Questions
To start, connect both your Google Drive and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and Pipeline 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 Pipeline 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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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