New Feature: Upload Files Directly from Google Drive

Reading Time: 1 Minute New Features

Are you an avid Google Drive user? Read on for our latest CRM software solution:

If you’re like us, you’ve seen the light and moved many of your company’s documents, files and images to Google Drive. It’s convenient because it’s in the cloud and accessible anywhere.

You’ll now be able to upload your Google files by clicking the google drive button in the documents tab on any record detail page. Sign in once, and you can grab your google files when you need them and attach them to your appropriate contacts, leads, opportunities, etc. so that you or your other users have the file handy in the CRM.

You can grab common file types: .doc, .csv, .xls, .pdf and image files. This integration grabs real files.

 

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