The Google Drive for Zoho CRM extension makes it easier for users to browse, add, and access all files related to a customer from Standard Modules (Leads, Deals, Accounts, Contacts) and Custom Modules in Zoho CRM.
By using this extension, Zoho CRM users can easily add, view, and browse customer-related files within Zoho CRM's Standard and custom modules, and instantly share files with others without having to open Google Drive and search for the relevant files, which saves time and improves collaboration and streamlines access to customer-related documents and files.
Key Features:
Two-way synchronization: Synchronize files and folders between Zoho CRM Custom/Standard Modules and Google Drive.
Users can add files to Zoho CRM Standard Modules (leads, deals, accounts, and contacts module)/Custom modules and sync them to the integrated Google Drive account.
The files added, deleted, or edited to Zoho CRM records within Custom/Standard Modules will also be auto-synchronized with their Google Drive folders.
Users can preview the name, type, size, modified by, modified at, and thumbnail of any file in Zoho CRM records.
Initially I thought this extension similar to other extensions in Marketplace. But my guess is wrong. This extension is unique, and it facilitates easier file sharing and file management, without sharing the credentials of accounts, thus making file access in org easier, reducing the risk of file loss and reduce the time spend on searching the files on email threads.
I'm really looking for the ways to integrate Google Drive with CRM custom modules for months. I have tried other extensions in marketplace, but every extension seems to be the same. But this Google drive extension is unique. The user interface is very user-friendly and easy to install with the help of their help doc and works perfectly.
I found this extension helped us to improve our team productivity. So, I'm going to try out their QuickBooks extension too.
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No, unfortunately we can't provide an extension to the free trial period.
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Hello,
I would recommend you to try Google Drive for Zoho CRM Extension. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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