Google Drive for Zoho CRM Extension

Files can be uploaded, accessed, viewed, and transferred between Google Drive and Zoho CRM's Custom Modules & Standard Modules.

Built for: CRM Developed by: Yaali Bizappln Solutions
200+ Installs

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.

Tags

Deployment type Zoho platform
Published date Feb 14, 2022
Version 3.2
Latest Released date Sep 12, 2024
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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