With the Google Drive extension you can choose the desired location, which will accommodate the necessary documents, files, and folders of leads and deals. It will also make the process more streamlined and efficient by helping users to provide the hierarchy of folders that will be created for Leads and Deals respectively.
Key Features:
Browse, add, delete, and modify files and folders of Zoho CRM records, choose the desired location for the Leads and Deals modules, and sync them to the integrated Google Drive account. Files and folders will remain intact even once you convert your lead to a deal.
Synchronize files and folders between Zoho CRM and Google Drive bidirectionally.
The widget can use both account name and contact name for creating leads or deals folders, depending on circumstances. One account/contact folder can have multiple deals.
It looks so promising. However, we cannot use it because Google's new security process blocks it because it hasn't completed the Google Verification Process. We followed the contact the developer to be listed as a test user, and we got no response.
I hope they fix it so we can try it, it is by far the most powerful looking of the Google Drive integrations.
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You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
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No, unfortunately we can't provide an extension to the free trial period.
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SaasPlugin is a rapidly growing CRM plugin development firm to serve the Zoho Marketplace with its varying and robust Zoho extensions. We are incredibly proud to have worked on 500+ Zoho deployments and several custom integrations serving small to medium enterprises, as well as government clients. Our innovative solutions and expertise have reached out to clients from all over the world - Australia, New Zealand, Singapore, Russia, and the USA. We stand out as a partner due to our exceptional quality of work, our proven track record of rolling out the most complex solutions, and our ability to build bespoke integrations between Zoho and other platforms.
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Hello,
I would recommend you to try Zoho CRM 2 Google Drive. 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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