How to integrate Zoho CRM with Google Drive to create a folder for each client in Google Drive when a client is registered in Zoho CRM
How to Integrate Applications
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2025/01/21
How to integrate Zoho CRM with Google Drive to create a folder for each client in Google Drive when a client is registered in Zoho CRM
a.ohta
If you are using Google Drive as a storage destination for file data received from clients managed in Zoho CRM, it is recommended to integrate these two apps. By integrating them, you can automatically create new client-specific folders in Google Drive when you add a new client to Zoho CRM. This can save you the trouble of creating them manually, potentially making your work environment more efficient than ever. If you want to improve work efficiency and make better use of your time, please read on.
Recommended for
Companies managing customers with Zoho CRM
Those using Google Drive to store file data related to clients
Those who want to reduce administrative work after adding new clients in Zoho CRM
Those who want to quickly create folders in Google Drive and share data with team members
Benefits and Examples of Integrating Zoho CRM and Google Drive
Benefit 1: Improved Efficiency
When you add a new client to Zoho CRM, a client-specific folder is newly created in Google Drive, which is expected to improve work efficiency. For example, previously, after adding a new client to Zoho CRM, you needed to access Google Drive separately to create a new folder. If the person adding the client did not create the folder in that flow, it would have to be created when trying to save files, sometimes increasing the workload for another person. By implementing this integration, folders are automatically created, which should lead to improved work efficiency.
Benefit 2: Avoiding Creation Errors
By automating the process where a folder is created in Google Drive when a client is added to Zoho CRM, the process becomes standardized, making it easier to avoid errors in folder creation. For example, common mistakes such as creating a folder with the wrong company name or creating a second folder when one already exists can be prevented with this automation. This should make it easier to save data in one folder with the correct company name.
Benefit 3: Strengthening Team Collaboration
This integration may strengthen team collaboration. For example, if the sales representative adds the client to Zoho CRM, the accounting department saves invoices and receipts in the created folder, and the marketing department saves recommended product or service information, each department should be able to save data without confusion. Additionally, since the company name can be automatically used for folder creation, it becomes easier to allocate data to specific companies.
Now, let's explain how to use the no-code tool Yoom to "create a folder for each client in Google Drive when a client is registered in Zoho CRM."
[What is Yoom]
How to Create a Folder for Each Client in Google Drive When a Client is Registered in Zoho CRM
First, obtain the newly added client information in Zoho CRM using Zoho CRM's API. Then, use Google Drive's API to receive this data and automatically create files. Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The integration flow is broadly divided into the following processes.
Integrate Zoho CRM and Google Drive with My Apps
Set up Zoho CRM to trigger with a webhook and obtain client data
Set up to create new files in Google Drive
Turn on the trigger button and verify the integration operation between Zoho CRM and Google Drive
First, register with Yoom. Yoom offers a 2-week trial. You can actually operate it and check the usability.
Step 1: Integrate Zoho CRM and Google Drive with My Apps
After completing the registration for Yoom, please select "My Apps" from the menu on the left.
Next, click the new connection button at the top right.
Integration of Zoho CRM and Yoom
1. Search
Search for Zoho CRM and click the Zoho CRM icon.
2. Enter required fields
Enter the domain you are using and press the add button at the bottom right.
3. Log in
The login screen will be displayed, so please enter your address or phone number.
Continue to enter your password.
4. Approve
The screen will change, and "Yoom is requesting access to information" will be displayed. Check the contents, and if you agree, press "Approve".
The screen will change, and if the above display appears, the integration is complete.
Integration of Google Drive and Yoom
1. Search
Click the Google Drive icon.
2. Sign in
Click the red frame.
3. Select account
Select the account to integrate.
Review and if you agree, press Next.
4. Integration complete
The screen will change, and if the above display appears, the integration is complete.
Step 2: Copy the Template
Next, please copy the template to be used this time.
1. Click "View Details" on the top banner 2. Click "Try this template" at the bottom of the transitioned screen 3. If you haven't registered with Yoom yet, please register
* If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will transition to a page like the image, so let's proceed with detailed settings.
Step 3: Set up to trigger Zoho CRM with a Webhook and retrieve client data
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "【Copy】Create a folder for each client in Google Drive when a client is registered in Zoho CRM".
3. Select an app trigger
Select "When a client is created (Webhook)" from the Zoho CRM icon. Since the title and other settings are complete, press Next.
4. Enter required fields
Enter the domain you are using (the same as My App Integration) and the channel ID.
The channel ID corresponds to the part in the red frame on the HubSpot home.
5. Run the test
Press the test button at the bottom. When "Test Successful" is displayed, press Next.
6. Run the test
Open Zoho CRM in another tab and create a test client. Then return to Yoom and press the test button. When "Test Successful" is displayed, save it.
Continue to set up to retrieve client information from Zoho CRM.
1. Integrate with the app
Select "Retrieve Client Information" from the Zoho CRM icon. Since the title and other settings are complete, press Next.
2. Enter required fields
Enter the domain you entered earlier (the same as My App Integration). The client ID is already set, so no changes are necessary.
3. Run the test
Press the test button at the bottom. When "Test Successful" is displayed, the setup is complete. Save it.
Step 4: Set up to create a new file in Google Drive
1. Integrate with the app
Click "Create Folder" from the Google Drive icon. Since the title and other settings are complete, press Next.
2. Set required fields
Set the required fields. First, click the box for the folder name.
Select Retrieve Client Information.
The client data created in Zoho CRM will be displayed in a list. Select the data you want to use as the folder name and insert it.
The folder ID for the destination can be inserted by clicking the box and selecting an existing folder.
3. Run the test
Once the setup is complete, press the test button. When "Test Successful" is displayed, it's complete. Click Save.
4. Turn on the trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration.
The Flowbot template used this time Create a folder for each client in Google Drive when a client is registered in Zoho CRM
Further Automation
Yoom is packed not only with automation but also with features and innovations to facilitate smooth business operations. For example, the automation introduced here can be customized to better meet your needs.
Customization 1: How to Notify When a Client Folder is Created in Google Drive
Navigate to the template screen created from My Projects and click on the three-dot menu in the upper right corner. By turning on the "Notify Workflow Completion" in the red frame, a completion notification will be sent to the email address registered with Yoom.
In addition to the email address registered with Yoom, you can also notify the communication tools used by your team by integrating with My Apps. This makes it easier for other members to be aware of new clients being added or folders being created.
Customization 2: Add Client Information to Google Sheets
It is also possible to add data of new clients added to Zoho CRM or information of new folders created in Google Drive to Google Sheets. This can be useful when you manage client data in detail with Google Sheets or want to share client data with members who do not have access to Zoho CRM.
Other Automation Examples Using Zoho CRM and Google Drive
There are other examples of automation using Zoho CRM and Google Drive, so here are a few.
1. Register Business Card Images Submitted via Google Forms to Zoho CRM Using OCR
When a business card is sent, it is read by AI, and the data is registered in Zoho CRM while saving the business card to Google Drive.
2. When a meeting with a customer is scheduled in Zoho CRM, register it in Google Calendar and send the meeting URL via Gmail
The created meeting can be automatically registered in Google Calendar. Additionally, you can send this information via Gmail, reducing the effort required for scheduling and management.
3. Add new leads registered in Zoho CRM to Google Sheets
Automatically save new lead data to Google Sheets. This might help in the collaboration between the marketing and sales teams.
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
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