Attach 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
- Sign in to Zoho CRM.
- Select a record from the required module. (eg. Leads, Potentials, Contacts, etc)
- In the [Module] Details page, click the Google Drive link under Attachments related list.
- In the Attach from Google Drive page, click Authenticate Google.
- 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.
- Click Grant Access in the Google Accounts page, to enable Zoho CRM access Google Drive.
- From the Attach from Google Drive window, select the required document(s), spreadsheet(s) or presentation(s).
- 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.
Related Articles
Google Drive for Zoho CRM
How Can I... Install Google Drive Share Files from Google Drive to Zoho CRM Uninstall Google Drive Extension Google Drive Extension for Zoho CRM allows your sales people to sync, share, access and manage files associated with records through Google ...Attach a URL (link) to a record
How Can I Attach a URL to a record View links (URLs) attached to a record Delete a URL attached to a record When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal ...Attaching from Local Drive
You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...Zoho CRM for Google Ads
Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...Zoho CRM for Google Ads
Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...