Connect Google Drive and FluentCRM

Agencies, coaches and consultants keep contacts in FluentCRM and the work itself in Google Drive. FlowMattic connects them on your WordPress site: a tag can create and share a client folder, a list signup can share a file, a new Drive file can be emailed to a tagged group, and a Schedule can save CRM exports to Drive for the team or the accountant.

Try FlowMattic free See example workflows

24 triggers 79 actions 6 example workflows 1 ready-made template Unlimited runs

Try a pairing

When this happens in Google Drive4 triggers

Do this in FluentCRM51 actions

1. TriggerNew File

2. ActionAdd Note to Contact

When Google Drive fires New File, FlowMattic runs Add Note to Contact in FluentCRM with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Google Drive and FluentCRM workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Create and share a Drive folder when a contact becomes a client

Tag a contact as client and FlowMattic makes a folder named after them, shares it with their email and writes the folder link into a note on the contact.

Contact Added to TagsCreate a FolderShare FolderAdd Note to Contact

Share the lead magnet file with each new list member

People who join your guide list get access to the PDF in Drive under their own email address, so the link stops being passed around publicly.

Contact Added to ListsFilterShare File

Set up a folder for each new company record

B2B teams that track accounts as FluentCRM companies get a matching Drive folder for contracts and briefs, and the link is saved as a note on the company.

Company CreatedCreate a FolderAdd Note to Company

Save a weekly CSV export of a segment to Drive

A Schedule pulls the contacts in a segment such as active customers, builds a CSV and uploads it to a reports folder, giving managers a fresh file each Monday without a wp-admin login.

ScheduleGet Contact by SegmentCSV CreatorUpload a File

Store a list of clickers after each campaign finishes

When a campaign has finished sending, the contacts who clicked are written to a CSV in Drive, so sales has a ready call list for that campaign.

Campaign SentDelayGet Contacts Who Clicked EmailCSV CreatorUpload a File

Email members when a new resource lands in Drive

Add a guide to your members' folder and the workflow makes a share link, finds the contacts with your member tag and emails each of them the link from FluentCRM.

New File in FolderShare File with AnyoneGet Contact by Tag IDsIteratorSend Email to Contact

Set up: a shared folder for each client

When you finish, adding the client tag to a FluentCRM contact creates a Drive folder, shares it with them and notes the link on their profile.

Connect Google Drive
Add a Google Drive connection under Connects with the Google account that should own the client folders.
Use Contact Added to Tags
FluentCRM lives on the same WordPress site, so it needs no connection. Start the workflow with Contact Added to Tags and tag a test contact.
Create the folder
Add Create a Folder, choose the parent folder and name it from the contact's name or company. Add a Filter first if only one tag should count.
Share it and note it
Add Share Folder with the contact's email, then Add Note to Contact with the folder link. Test each step, then switch the workflow on.

From Google Drive	To FluentCRM
First and last name	Folder name
Email	Share with
Folder link from Create a Folder	Note on the contact

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Drive triggers such as New File in Folder carry file details only. To reach people from a Drive event, look them up with a FluentCRM step such as Get Contact by Email or Get Contact by Tag IDs.
Contact Added to Tags runs for every tag. Put a Filter on the tag name so only the tag you mean creates a folder.
Find Folder searches by name. Use a naming pattern that is unique per contact, such as name plus email, so the right folder is found later.
Campaign Sent runs when sending finishes, before most people have read the email. A Delay of a day or two before Get Contacts Who Clicked Email gives a fuller list.

Google Drive

Integration page

Triggers (4)

New FileTriggers when any new file is added (inside of any folder)
New FolderTriggers when a new folder is added directly to a specific folder
New File in FolderTriggers when a new file is created, moved, or uploaded to a specific folder
Updated FileTriggers when a file is updated in a specific folder

Actions (28)

Upload a FileUpload file to your Google Drive selected folder
Create a FolderCreate a new folder in your Google Drive
Create a Sub FolderCreate an empty sub folder
Share FolderShare the folder by its ID to an email
Share Folder with AnyoneGenerates the link to share with anyone on the internet
Share FileShare any file by its ID to an email
Share File with AnyoneGenerates the link to share with anyone on the internet
Find FileSearch for a specific file by name
Find FolderSearch for a specific folder by name
Find Multiple FilesSearch for multiple files by name or within a specific folder
Retrieve File or Folder by IDGet a file or folder by its ID
Create File From TextCreate a new file from plain text
Create ShortcutCreate a shortcut to a file
Copy FileCreate a copy of the specified file
Move FileMove a file from one folder to another
Update File/Folder NameUpdate the name of file or folder
Delete FileDelete the file
Create Shared DriveCreate a new shared drive in your Google Drive
Export File to PDFExport a document or file to PDF format
Download File to Media LibraryDownload a file from Google Drive and add it to WordPress media library
List Files in FolderList all files in a specific Google Drive folder
Update File ContentReplace the content of an existing file
Trash File/FolderMove a file or folder to the trash
Restore File from TrashRestore a previously trashed file or folder
Empty TrashPermanently delete all files in the trash
Add Comment to FileAdd a comment to a file in Google Drive
List Comments on FileRetrieve all comments on a file
Transfer OwnershipTransfer file ownership to another Google account

FluentCRM

Integration page

Triggers (20)

New Contact CreatedTriggers when a new contact is created in FluentCRM.
Contact UpdatedTriggers when a contact is updated in FluentCRM.
Contact Custom Fields UpdatedTriggers when a contact custom field is updated in FluentCRM.
Contact Added to ListsTriggers when a contact is added to one or more lists in FluentCRM.
Contact Removed From ListsTriggers when a contact is removed from one or more lists in FluentCRM.
Contact Added to TagsTriggers when a contact is added to one or more tags in FluentCRM.
Contact Removed From TagsTriggers when a contact is removed from one or more tags in FluentCRM.
Contact Status Change to SubscribedTriggers when contact status is changed to subscribed
Contact Status Change to UnsubscribedTriggers when a contact is unsubscribed from a list in FluentCRM.
Company CreatedTriggers when a new company is created in FluentCRM.
Company UpdatedTriggers when a company is updated in FluentCRM.
Company DeletedTriggers when a company is deleted in FluentCRM.
Company Assigned to ContactTriggers when a company is assigned to a contact in FluentCRM.
Company Unassigned from ContactTriggers when a company is unassigned from a contact in FluentCRM.
Email OpenedTriggers when a contact opens an email for first time.
Email ClickedTriggers when a contact clicks a link in an email.
Email UnsubscribedTriggers when a contact unsubscribes via email.
Contact DeletedTriggers when a contact is deleted from FluentCRM.
Email BouncedTriggers when an email bounces for a contact.
Campaign SentTriggers when a campaign has finished sending all emails and is archived

Actions (51)

Create or Update ContactCreates a new contact or updates an existing contact in FluentCRM based on email address.
Create ContactCreates a new contact in FluentCRM.
Get Contact by EmailRetrieves a contact from FluentCRM by their email address.
Get Contact by Contact IDRetrieves a contact from FluentCRM by their contact ID.
Get Contact by User IDRetrieves a contact from FluentCRM by their user ID.
Get Contact by Tag IDsRetrieves contacts from FluentCRM by one or more tag IDs.
Get Contact by List IDsRetrieves contacts from FluentCRM by one or more list IDs.
Get Contact by StatusRetrieves contacts from FluentCRM by their subscription status.
Get Contact by SegmentRetrieves contacts from FluentCRM by a specific segment.
Add Note to ContactAdds a note to an existing contact in FluentCRM.
Get Contact NotesRetrieves all notes for a specific contact in FluentCRM.
Add Event to ContactAdds an event to an existing contact in FluentCRM.
Add Lists to ContactAdds one or more lists to an existing contact in FluentCRM.
Remove Lists From ContactRemoves one or more lists from an existing contact in FluentCRM.
Add Tags to ContactAdds one or more tags to an existing contact in FluentCRM.
Remove Tags From ContactRemoves one or more tags from an existing contact in FluentCRM.
Create or Update TagCreates a new tag or updates an existing tag in FluentCRM.
Create ListCreates a new contact list in FluentCRM for organizing subscribers.
Create or Update CompanyCreates a new company or updates an existing company in FluentCRM based on company name.
Create CompanyCreates a new company in FluentCRM.
Update CompanyUpdates an existing company in FluentCRM.
Delete CompanyPermanently removes a company from FluentCRM.
Assign Company to ContactAssigns an existing company to a contact in FluentCRM.
Remove Company from ContactRemoves an existing company from a contact in FluentCRM.
Add Note to CompanyAdds a note to an existing company in FluentCRM.
Get Company NotesRetrieves all notes for a specific company in FluentCRM.
List Email TemplatesRetrieves a list of email templates from FluentCRM.
Create Email TemplateCreates a FluentCRM email template using a FlowMattic email template. The processed HTML from FlowMattic will be used for the FluentCRM template.
Update Email TemplateUpdates an existing email template in FluentCRM.
Create CampaignCreates a new email campaign in FluentCRM with specified settings and content.
Delete CampaignPermanently removes an email campaign from FluentCRM.
List SequencesRetrieves a list of email sequences from FluentCRM.
Create SequenceCreates a new email sequence (automation funnel) in FluentCRM with trigger settings.
Add Email to SequenceAdds a new email to an existing sequence in FluentCRM.
Add Subscriber to SequenceEnrolls a contact into an existing email sequence in FluentCRM.
Delete SequencePermanently removes an email sequence from FluentCRM.
Remove Subscriber from SequenceUnenrolls a contact from an existing email sequence in FluentCRM.
Send Email to ContactSends an email to a contact in FluentCRM.
Send Email by TemplateSends an email to a contact using a specific template in FluentCRM.
Send Email by CampaignSends an email to a contact using a specific campaign in FluentCRM.
Get Contacts Who Opened EmailRetrieves a list of contacts who opened an email from specific campaign in FluentCRM.
Get Contacts Who Clicked EmailRetrieves a list of contacts who clicked on an email from specific campaign in FluentCRM.
Get Contacts Who Unsubscribed from EmailRetrieves a list of contacts who unsubscribed from an email from specific campaign in FluentCRM.
Get Contacts Who Did Not Open EmailRetrieves a list of contacts who did not open an email from specific campaign in FluentCRM.
Add Purchase to ContactAdds purchase/order data to a FluentCRM contact from any source (EDD, WooCommerce, custom plugins). Enables purchase-based segmentation and automation.
Delete ContactPermanently removes a contact from FluentCRM.
Update Contact StatusUpdates the subscription status of a contact (subscribed, unsubscribed, pending, bounced).
Get All ListsRetrieves all available contact lists from FluentCRM.
Get All TagsRetrieves all available contact tags from FluentCRM.
Delete TagPermanently removes a tag from FluentCRM.
Delete ListPermanently removes a contact list from FluentCRM.

Why run this pair with FlowMattic

Google Drive and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

The CRM decides who sees what

Tags and lists in FluentCRM control which files and folders each person can open, so access follows the relationship.

Contact data stays on your server

FluentCRM and FlowMattic both run in your WordPress site. Only the files and sharing requests go to Google.

Exports without manual downloads

Scheduled CSVs land in Drive on their own, and FlowMattic does not charge for each run or each file.

Common questions

Can FluentCRM create Google Drive folders automatically?

Yes. A FluentCRM trigger such as Contact Added to Tags or Company Created can start a workflow with Create a Folder, and later steps can share it and save the link back to the contact as a note.

Can I make a subfolder structure for each client?

Yes. After Create a Folder, add Create a Sub Folder steps for names like Contracts, Invoices and Assets inside the new folder, then share the parent folder once.

Can I give a file a public link instead of sharing it by email?

Yes. Share File with Anyone returns a link that anyone can open. Use it for open resources, and Share File when access should stay with one person.

Can a Drive upload update FluentCRM?

Yes. New File in Folder or Updated File can start a workflow. If the file name carries the contact's email, Get Contact by Email finds them and Add Note to Contact or Add Tags to Contact records the upload.

Can I copy a template folder or document for each client?

Copy File duplicates a template document such as an onboarding questionnaire. Pair it with Move File to place the copy in the client's new folder.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Google Drive and FluentCRM

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

Try FlowMattic free See pricing

30-day money-back guarantee Unlimited workflows and runs Self-hosted

Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Google Drive integration 3.0.0, FluentCRM integration 2.1.1.