Doc Summary
Keeping track of media files can be time-consuming, but with Google Drive integration, you can easily access and organize files without switching between platforms. This seamless connection ensures that your documents, images, and other media stay synced and easily accessible within the CRM.
To get started, go to Media Storage and click on the Connect Drive button.
Choose the Google Account you would like to integrate to the CRM.
Following the remaining prompts, click Allow to give the CRM access to your Google Account.
Within the CRM, the Google Drive logo will appear in the top right corner, indicating that the integration is complete.
In the dropdown, on the left side, select the Google Drive option to access the files.
Here’s what your Google Drive files look like within the CRM. Any changes made in Google Drive, such as new uploads or deletions, will automatically sync. However, renaming or deleting Google Drive files directly from the CRM is restricted.
By integrating Google Drive, you can centralize file management, improve efficiency, and reduce the hassle of switching between platforms. Keep your workflow organized and ensure that your files are always up to date with seamless synchronization.
FAQs #
Q: Can I rename or delete Google Drive files from the CRM?
- A: No, renaming or deleting Google Drive files from the CRM is disabled to protect file integrity.
Q: How often does the sync occur?
- A: The sync happens in real time. Any changes made in Google Drive will instantly reflect in the CRM’s Media Storage.
Q: Can I organize Google Drive files within the CRM?
- A: Yes, you can drag and drop files, create folders, and organize your Google Drive files within the CRM’s Media Storage.
Q: Are files stored in the CRM or Google Drive?
- A: Files remain stored in Google Drive, but the CRM provides an interface to access and manage them seamlessly.
