Integrate Google Drive With Nutshell
Create files in Google Drive for new Nutshell leads.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Google Drive keeps your files stored online for easy collaboration.
Benefits
Focus: Conduct all your sales activities from one platform, instead of across multiple tools (with multiple passwords).
What it does
When a new Nutshell lead is created, Zapier automatically creates a new file for that lead in Google Drive.
Requirements
You need a Nutshell account, a Google Workspace account (starting at $6 per user, per month), and a Zapier account (starting at no cost).
How to get started
This integration is powered by Zapier – set it up with your Zapier account.
Frequently asked questions
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1. What do I need to set up the Google Drive integration?
You need a Nutshell account and a Zapier account. The integration is powered by Zapier, so you set it up there. Check the Requirements section for the Google account details.
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2. What starts the Google Drive workflow?
The workflow starts when a new lead is created in Nutshell. Zapier then runs the Google Drive step you set up for that lead.
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3. Where do I attach files to a Nutshell record?
Nutshell’s help center explains how to update and attach files on CRM records. Start there if you need files stored with a lead or contact.
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4. Which Google tools does Nutshell connect to?
Nutshell has integrations for Gmail and Google Calendar, Google Meet, Google Contacts, Google Sheets and Google Drive. Start on the Google Workspace page to compare them.
Frequently asked questions
-
1. What do I need to set up the Google Drive integration?
You need a Nutshell account and a Zapier account. The integration is powered by Zapier, so you set it up there. Check the Requirements section for the Google account details.
-
2. What starts the Google Drive workflow?
The workflow starts when a new lead is created in Nutshell. Zapier then runs the Google Drive step you set up for that lead.
-
3. Where do I attach files to a Nutshell record?
Nutshell’s help center explains how to update and attach files on CRM records. Start there if you need files stored with a lead or contact.
-
4. Which Google tools does Nutshell connect to?
Nutshell has integrations for Gmail and Google Calendar, Google Meet, Google Contacts, Google Sheets and Google Drive. Start on the Google Workspace page to compare them.
