Notebook and Google Drive

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.

3. Click the Share icon at the bottom, then click Upload to G Drive.

4. Sign in and authenticate your Google Drive account.

5. Choose the Google Drive folder to save the file to from the list of files displayed.
 
Note: This integration can only be accessed via the Notebook web app.
 
What if I want to link more than one Google Drive account?
 
This integration only allows you to link one Google Drive account at a time to upload the files. If you would like to link another account, you need to delink the existing account and add the new account.
 
Steps to delink the existing account:

1. Open your Google Account dashboard (https://myaccount.google.com/).

2. Click Security from the left sidebar.

3. Scroll to Third-party apps with account access and click Manage third-party access.

4. Click and remove Zoho Corp from the list of third-party apps displayed.

    • Related Articles

    • 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 ...
    • 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 ...
    • 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 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 ...
    • 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 ...