How do I filter for notes containing specific keywords?

DryMerge allows you to filter notes containing specific keywords. Specify the desired keywords, and DryMerge will filter the notes accordingly.

Can I categorize notes based on lead stages?

Yes, you can categorize notes based on lead stages. Provide the details for categorization, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales representatives and managers use this automation to keep track of lead interactions and ensure important notes are organized and accessible.

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Google Drive + Zoho CRM

Add Zoho CRM Lead Notes to Google Drive

Organize and centralize all lead notes by saving them from Zoho CRM to Google Drive. This helps sales teams efficiently track and manage notes, ensuring they don't miss any important details.

New Lead Note

Triggers when a new lead note is added to Zoho CRM.

Save to Google Drive

Saves the lead note to a designated Google Drive folder.

See more Google Drive to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Sync Zoho CRM Task Updates to Google Drive

Google Drive + Zoho CRM

Sync Zoho CRM Campaign Data to Google Drive

Google Drive + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Zoho CRM lead notes to Google Drive"

Add Zoho CRM lead notes to Google Drive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Drive + Zoho CRM.

Create Drive Folder

Creates a new Google Drive folder

Delete Drive Folder

Deletes an existing Google Drive folder

Read Drive Folder

Reads details of a Google Drive folder

Search Drive

Searches Google Drive

Create Google Drive File

Creates a new file in Google Drive

Move Drive File

Moves a file to a different folder in Google Drive

List Google Drive Folders

Lists folders in Google Drive, optionally within a specific parent folder

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive Folder

Triggers when a new Google Drive folder is created

New Google Drive File

Triggers when a new file is created in Google Drive

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

App details

Google Drive

Google Drive is a cloud storage service for storing, accessing, and sharing files. Upload, organize, and manage files, and trigger workflows based on file events.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.