Google Drive and Zoho CRM Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically back up new Zoho CRM leads and contacts to Google Drive for secure data storage. Latenode’s visual editor and affordable execution-based pricing make it easier than ever to manage critical data backups without complex code or escalating costs.

Swap Apps

Google Drive

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Google Drive and Zoho CRM

Create a New Scenario to Connect Google Drive and Zoho 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 Zoho CRM will be your first step. To do this, click "Choose an app," find Google Drive or Zoho 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.

+
1

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.

+
1

Google Drive

Node type

#1 Google Drive

/

Name

Untitled

Connection *

Select

Map

Connect Google Drive

Sign In

Run node once

Add the Zoho CRM Node

Next, click the plus (+) icon on the Google Drive node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

1

Google Drive

+
2

Zoho CRM

Authenticate Zoho CRM

Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.

1

Google Drive

+
2

Zoho CRM

Node type

#2 Zoho CRM

/

Name

Untitled

Connection *

Select

Map

Connect Zoho CRM

Sign In

Run node once

Configure the Google Drive and Zoho CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Google Drive

+
2

Zoho CRM

Node type

#2 Zoho CRM

/

Name

Untitled

Connection *

Select

Map

Connect Zoho CRM

Zoho CRM Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Google Drive and Zoho 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Zoho CRM

1

Trigger on Webhook

2

Google Drive

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Google Drive, Zoho 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Google Drive and Zoho 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 Zoho CRM

Zoho CRM + Google Drive + Google Docs: When a new lead is created in Zoho CRM, copy a contract template from Google Drive, populate it with lead information using Google Docs, and save the customized contract back to Google Drive.

Zoho CRM + Google Drive + Slack: When a deal is closed in Zoho CRM, find related files in Google Drive, move them to a specific folder for completed deals, and then notify the sales team about the closed deal and the file archival via a Slack channel message.

Google Drive and Zoho 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.

About Zoho CRM

Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.

See how Latenode works

FAQ Google Drive and Zoho CRM

How can I connect my Google Drive account to Zoho CRM using Latenode?

To connect your Google Drive account to Zoho 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 Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically back up Zoho CRM attachments to Google Drive?

Yes, you can! Latenode's visual editor makes this easy, offering reliable automated backups. Protect your data and streamline document management across platforms.

What types of tasks can I perform by integrating Google Drive with Zoho CRM?

Integrating Google Drive with Zoho CRM allows you to perform various tasks, including:

  • Automatically saving new Zoho CRM attachments to a specific Google Drive folder.
  • Creating new Zoho CRM records from Google Drive files.
  • Updating Zoho CRM records when a linked Google Drive file is modified.
  • Generating documents in Google Drive based on Zoho CRM data.
  • Sharing Google Drive files with contacts directly from Zoho CRM.

How secure is the Google Drive integration with Zoho CRM on Latenode?

Latenode uses secure authentication methods to protect your data. Granular permissions ensure controlled data access across your Google Drive and Zoho CRM accounts.

Are there any limitations to the Google Drive and Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file transfers may impact workflow execution speed.
  • Custom object mapping requires JavaScript knowledge.
  • Real-time synchronization depends on API request limits.

Try now