Create Google Drive folder for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Google Drive Integration
Google Drive + Microsoft Dynamics 365 CRM Integration
Integrate Google Drive to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each file handled. Create leads, update contacts, organise folders, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Comment is created in Google Drive- File is created in Google Drive
- File is updated in Google Drive
- File is created in folder in Google Drive
- File is updated in folder in Google Drive
- Folder is created in Google Drive
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
2.
- Create comment in Google Drive
- Search multiple files in Google Drive
- Create folder in Google Drive
- Upload file in Google Drive
- Move file in Google Drive
- Share file in Google Drive
- Share folder in Google Drive
- Copy file in Google Drive
- Search file in Google Drive
- Create file from text in Google Drive
- Search folder in Google Drive
- Replace file in Google Drive
- Delete file in Google Drive
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Trusted by experts at...
Ready Workflows for Google Drive + Microsoft Dynamics 365 CRM Integration
Capture files, create leads, organise folders, update contacts, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Google Drive + Microsoft Dynamics 365 CRM flow
Route new files and leads to your communication, signature, meeting, and finance tools. Pick a combination and activate it in one click.
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Microsoft Outlook (5)
Microsoft Outlook (5) +
Slack (5)
Slack (5) +
DocuSign (4)
DocuSign (4) +
Zoom (4)
Zoom (4) +
Jira Software Cloud (4)
Jira Software Cloud (4) +
QuickBooks Online (4)
QuickBooks Online (4) G
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Create a Microsoft Dynamics 365 CRM lead when a file is created in Google Drive, and send a notification email in Microsoft Outlook
New Google Drive files instantly generate a lead in Microsoft Dynamics 365 CRM and notify your team via Microsoft Outlook without manual data entry.
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When a contact is created in Microsoft Dynamics 365 CRM, create a folder in Google Drive and send a welcome email in Microsoft Outlook
New Microsoft Dynamics 365 CRM contacts automatically trigger a dedicated Google Drive folder and an Outlook greeting email.
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If a Microsoft Dynamics 365 CRM lead is updated to enterprise tier, create a file in Google Drive and send a priority alert in Microsoft Outlook
Enterprise lead updates in Microsoft Dynamics 365 CRM instantly create documentation in Google Drive and notify managers in Microsoft Outlook.
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Use Claude to summarise new files in Google Drive, create a contact in Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook
Claude analyses Google Drive files, populates Microsoft Dynamics 365 CRM contacts, and emails summaries via Microsoft Outlook.
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Turn every won Microsoft Dynamics 365 CRM opportunity into a Google Drive folder, create a project task in Asana, and brief the team in Microsoft Outlook
Won opportunities generate Google Drive folders, Asana project tasks, and Outlook team notifications automatically.
Supported triggers and actions for Google Drive and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
Google Drive Triggers & Actions
File is created in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is updated in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is created in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → File is updated in folder in Google Drive
Triggers the automation when a particular action in the workflow fails
Try it → Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → What can you automate with Google Drive + Microsoft Dynamics 365 CRM?
Streamline document management and CRM record creation with powerful automated workflows.
📁
Create CRM leads from new cloud files
Automatically generate a new lead or contact in Microsoft Dynamics 365 CRM the moment a file or document is uploaded to Google Drive.
📝
Capture every submitted document detail
Map all available file names, comments, and metadata into your Microsoft Dynamics 365 CRM fields instead of just basic text.
🔔
Alert your team instantly on messaging apps
Notify your sales channel or account managers the second a new file is added or a CRM record is updated.
🔀
Route records based on submitted criteria
Perform different actions or assign different record tiers in Microsoft Dynamics 365 CRM depending on the folder or file content.
🔄
Keep cloud storage and CRM data in sync
Update matching files, folders, and CRM records automatically whenever customer details or documents change.
🔍
Search and update instead of duplicating
Look up existing records in Microsoft Dynamics 365 CRM before creating entries, preventing duplicate contacts and clutter.
⚡
Handle later status changes and stage updates
Trigger automated file creation or record updates when an opportunity stage advances or a case is resolved.
🔗
Extend your workflow to Microsoft Outlook
Connect your core pair with Microsoft Outlook to send automated emails and calendar invites whenever records are updated.
And much more...
Who is Google Drive + Microsoft Dynamics 365 CRM integration for?
Connecting Google Drive and Microsoft Dynamics 365 CRM eliminates manual data entry, keeping files and customer records perfectly synchronised for fast-moving teams.
Operations Managers
Sales Representatives
Client Success Leads
Sales Operations Teams
Account Executives
Compliance Officers
📈
Operations Managers
You rely on accurate file tracking and CRM data to report on business performance, but manual exports leave your records hours behind — connecting these apps means every new document updates your CRM instantly and your metrics stay current.
⚡
Sales Representatives
You need to act fast when new inbound files arrive, but waiting for manual lead creation means you find out about prospects too late — with this integration, every uploaded document immediately triggers a new lead record in your pipeline.
🤝
Client Success Leads
You answer to external stakeholders who expect immediate progress on documentation and onboarding, but manual coordination causes delays — automating both apps means client folders and CRM profiles are created the moment work begins.
📊
Sales Operations Teams
The volume of inbound files and prospect forms is too high for anyone to keep up with by hand, leading to constant backlog — integrating these apps means automated record creation handles the heavy lifting without manual intervention.
🔄
Account Executives
You own the client relationship and depend on upstream teams to hand over documentation, but manual handoffs get missed — this integration means every file upload instantly updates your CRM view so you never drop the ball.
📋
Compliance Officers
You need a reliable history of all client files and CRM updates, but manual record-keeping keeps creating audit gaps — connecting these apps means every interaction is logged accurately across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Google Drive + Microsoft Dynamics 365 CRM
Build and manage your Google Drive + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Google Drive + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Connect Google Drive + Microsoft Dynamics 365 CRM Now 
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Frequently Asked Questions
How do I connect Google Drive to Microsoft Dynamics 365 CRM?
You can connect Google Drive to Microsoft Dynamics 365 CRM in just one click using ready-made templates on Integrately. You can also connect other tools like Slack or Microsoft Outlook, or use Integrately AI to build custom workflows instantly.
Can I automatically create a Microsoft Dynamics 365 CRM lead when a file is created in Google Drive?
Can I connect Google Drive, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Google Drive and Microsoft Dynamics 365 CRM?
How are Google Drive files handled in this integration?
How are Microsoft Dynamics 365 CRM leads and contacts updated?
Do I need coding skills to automate Google Drive and Microsoft Dynamics 365 CRM?
Is the Google Drive and Microsoft Dynamics 365 CRM integration free?
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