Google Drive Extension for Zoho CRM (Custom Modules & Standard Modules)
Important files should always be close at hand.Don't waste time on locating the files by using the Google Drive Extension for Zoho CRM, which allows the users to view,access,share and manage all the files for your business within the Zoho CRM Custom modules and Standard Modules,thus making it easier for you to access all your documents & files you need from a single location-Zoho CRM and eliminating the need to open Google Drive and search for the files in the piles of folders in Google Drive.
By using this extension,you no longer have to search the long email threads to look for the attachments you need and no more switching tabs to import files into your Google Drive account and reattach them to the relevant records in the Zoho CRM Modules.All the attachments from the respective records in the Zoho CRM custom modules/standard modules will be synced and saved in to your specifically created Google Drive folder,which reduces the amount of time spend on transferring files and finding important information.
Key Features:
- Able to Add files to Zoho CRM Standard Modules (leads, deals, accounts, and contacts) module and sync them to the integrated Google Drive account.
- Allow users to view, access and manage all their files within a Zoho CRM Custom Module and sync them to the connected Google Drive account.
- Synchronize files and folders between Zoho CRM Custom/Standard Modules and Google Drive.
- Adding, editing, and deleting files in Zoho CRM's Custom Modules and Standard Modules get automatically synchronized with Google Drive, ensuring that your data is up-to-date and accurate on both platforms.
- Users can preview the name, type, size, modified by, modified at, and thumbnail of any file uploaded to Google Drive from Zoho CRM records.
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