Connect Google Drive and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Ready to use Google Drive and Salesmate 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 .
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.
Know More About Google Drive and Salesmate Integrations
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Frequently Asked Questions
To start, connect both your Google Drive and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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