Connect SugarCRM and Google Drive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Create a new sheet or doc or slide
Create a Folder
Share a File
Copy a File
List Files
Share File With Anyone
Get File Content
Delete File
Move a File
Upload a File
Search Folder
Search File
Get File or Folder by ID
Replace a File
Ready to use SugarCRM and Google Drive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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Frequently Asked Questions
To start, connect both your SugarCRM and Google Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Google Drive (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Google Drive. This includes choosing which data fields go into which fields of Google Drive, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Google Drive 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 SugarCRM and Google Drive. 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreAbout 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 More
