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Zoho CRM Google Drive
Save attachments to Google Drive when a lead is created in Zoho CRM
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Zoho CRM Google Drive

Save attachments to Google Drive when a lead is created in Zoho CRM

Launch this workflow to connect Zoho CRM & Google Drive !
Try this template
■Overview
Having trouble managing files attached to Zoho CRM? Manually downloading proposals, documents, and other files attached to each lead and saving them to designated folders is not only time-consuming but also prone to errors, such as missed files. With this workflow, whenever a lead is created in Zoho CRM, its attached files are automatically saved to Google Drive, helping you manage files more efficiently and reduce these challenges.
■Who should use this template
  • Sales professionals who are struggling to manage files attached to Zoho CRM
  • Anyone who wants to share important files received from leads securely and efficiently with their team
  • Anyone looking to automate the manual process of downloading and uploading files
■Benefits of using this template
  • When a lead is created in Zoho CRM, attached files are saved automatically, reducing the time previously spent managing files manually.
  • Prevent human errors such as forgetting to download or upload files or saving them in the wrong location, and establish a reliable system for sharing and managing information.
■Workflow steps
  1. First, connect Zoho CRM and Google Drive to Yoom.
  2. Next, select Zoho CRM as the trigger and set it to “When a lead is created (Webhook).”
  3. Then, use the Zoho CRM operation to “Get lead information,” followed by “Get lead attachment information.”
  4. After that, configure the branching feature in the operation and split the process based on whether attachments exist and other conditions.
  5. Finally, use Zoho CRM to “Download lead attachments,” then save the files using Google Drive’s “Upload file” action.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.
■Customization options
  • With the branching feature, you can set custom conditions to match your workflow, such as saving only attachments from leads that meet specific criteria.
  • When uploading files to Google Drive, you can specify the destination folder and file name. For example, you can create and organize folders that include the customer name or date.
■Notes
  • Connect both Zoho CRM and Google Drive to Yoom.
  • Branching is an operation available on the Mini Plan and above. On the Free Plan, operations configured in the workflow will result in errors.
  • Paid plans, including the Mini Plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
  • Files up to 300 MB can be downloaded. Depending on the app specifications, the limit may be less than 300 MB.
  • For details on the file size limits for triggers and each operation, see “File size limits.”
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Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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No-Code API Actions
Executable API actions
All
Zoho CRM
Google Drive
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
Tab 1
Tab 2
Tab 3
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