There are probably a few different ways to handle this, but here’s what I would do:
- A contact is created in Infusionsoft (or marked as a customer, etc).
- A google Drive Folder with their name (or company name) is created automatically.
- The link to that folder is stored in a custom field on the contact record, so you can click to open it whenever you like.
This would require a tool that can integrate with Google Drive (I recommend Zapier), and then you’d need a custom field (website type), which you would use to store the link to the Google Drive Folder.
Hope that helps!