How to connect Google Drive and Close CRM
Create a New Scenario to Connect Google Drive and Close CRM
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Drive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Drive or Close CRM will be your first step. To do this, click "Choose an app," find Google Drive or Close CRM, and select the appropriate trigger to start the scenario.

Add the Google Drive Node
Select the Google Drive node from the app selection panel on the right.


Google Drive

Configure the Google Drive
Click on the Google Drive node to configure it. You can modify the Google Drive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Google Drive node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.


Google Drive
âš™
Close CRM

Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Google Drive and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google Drive and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
âš™
AI Anthropic Claude 3
âš™
Close CRM
Trigger on Webhook
âš™

Google Drive
âš™
âš™
Iterator
âš™
Webhook response

Save and Activate the Scenario
After configuring Google Drive, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google Drive and Close CRM integration works as expected. Depending on your setup, data should flow between Google Drive and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google Drive and Close CRM
Google Drive + Close CRM + Slack: When a new file is added to a specific folder in Google Drive, search for leads in Close CRM based on the file name. If a lead is found, update the lead's information and send a notification to a Slack channel.
Close CRM + PandaDoc + Google Drive: When a deal reaches a specific stage in Close CRM, a contract draft is automatically created in PandaDoc from a template and then saved to a folder in Google Drive.
Google Drive and Close CRM integration alternatives

About Google Drive
Automate file management with Google Drive in Latenode. Trigger workflows from new files, automatically back up data, or sync documents across platforms. Use Latenode's visual editor and built-in tools for custom logic, JavaScript, and AI. Scale your Google Drive workflows without code and connect to any service.
Similar apps
Related categories
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
Similar apps
Related categories
See how Latenode works
FAQ Google Drive and Close CRM
How can I connect my Google Drive account to Close CRM using Latenode?
To connect your Google Drive account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Drive and click on "Connect".
- Authenticate your Google Drive and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Close CRM leads to Google Drive?
Yes, with Latenode you can! Automate lead backups to Google Drive. Benefit from version control and secure data storage with customizable schedules and no-code setup.
What types of tasks can I perform by integrating Google Drive with Close CRM?
Integrating Google Drive with Close CRM allows you to perform various tasks, including:
- Automatically saving new Close CRM contact files to a Google Drive folder.
- Creating new Google Docs from Close CRM opportunity data.
- Sharing documents from Google Drive directly within Close CRM activities.
- Updating Close CRM contacts when a related Google Sheet is modified.
- Archiving old Close CRM data as backups in Google Drive.
What security measures does Latenode provide for Google Drive?
Latenode uses secure authentication and encryption, ensuring your Google Drive data remains protected during all workflow operations.
Are there any limitations to the Google Drive and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Google Drive may impact workflow execution speed.
- API rate limits of Google Drive and Close CRM may affect high-volume automations.
- Complex document formatting within Google Drive might require custom JavaScript code.