Attach Files from Google Drive

Attach Files from Google Drive

Key Features
  • Connect to Google Drive with just a click of a button.
  • Attach documents from Google Drive into Zoho CRM without the hassle of downloading.
  • Share documents and work together in real time.
  • Authenticate Google credentials only the very first time you want to attach a file.
Availability

Permission Required
Zoho CRM users can attach documents to the CRM modules as per the role-based security.

 

To attach files from Google Drive

  1. Sign in to Zoho CRM.
  2. Select a record from the required module. (eg. Leads, Potentials, Contacts, etc)
  3. In the [Module] Details page, click the Google Drive link under Attachments related list.
  4. In the Attach from Google Drive page, click Authenticate Google.
  5. In the Google Drive login page, enter the user name password of your Google Account.
    Note
    • If you are already logged into Google Drive, you will be redirected to the Grant Access page.
  6. Click Grant Access in the Google Accounts page, to enable Zoho CRM access Google Drive.
  7. From the Attach from Google Drive window, select the required document(s), spreadsheet(s) or presentation(s).
  8. Click OK to attach the file. The file will be available in the Attachments section.
Note
  • You need to authenticate your Google credentials (first time only).
  • The Attach from Google Drive option is available in all modules except Reports, Dashboards and Forecasts.
  • You can attach only those files that are already available in Google Drive.
  • Your Google credentials are not stored anywhere in Zoho CRM.
  • You can attach a maximum of 5 files (at a time) and the total size of the file(s) should not exceed 5 MB.
SEE ALSO


    • Related Articles

    • Attach from Google Drive

      Key Features   Connect to Google Drive at just the click of a button. Attach documents from Google Drive in Zoho Recruit without having to download them. Share documents and work together in real time. Only authenticate with your Google ...

    • Google Drive

      Apart from attaching documents from your personal desktop now you can easily upload your Google documents, spreadsheets, presentations, etc for your project into Zoho Projects. This way your documents stored in Google Docs can be shared with all the ...

    • Google Drive for Orchestly

      Users can share files from their Google account using the Google Drive extension.   Business Scenarios Share resumes or academic certificates  Share google sheets to collaborate with your colleagues Companies can share RFPs (Request for ...

    • Google Drive

      Google Drive Extension for Zoho CRM allows your sales people to sync, share, access and manage files associated with records through Google Drive right within your CRM account. All attachments from your respective CRM records will be synced and ...

    • Notebook and Google Drive

      Notebook now integrates with Google Drive, allowing you to save your important File Cards in Notebook as files in Google Drive.   Steps to access this integration:   1. Open the Notebook web app (https://notebook.zoho.com/). 2. Open any File Card. ...