This guide covers the process of connecting Google Drive with CRM’s Media Storage. By setting up this integration, you can effortlessly sync files, organize media more effectively, and keep all your files in one centralized location. Discover how to configure the integration and optimize your workflow.
The Google Drive integration lets you link your Google Drive account with CRM’s Media Storage, allowing seamless file syncing and access directly within the CRM platform. With features like file organization, previews, and folder management, this integration streamlines media file management for greater efficiency.
PLEASE NOTE: Once you have successfully connected your Google Drive account, you will see a number appear where the integration button used to be showing how much space you are currently occupying in your Google Drive account.
Q: Can I rename or delete Google Drive files from CRM?
No, renaming or deleting Google Drive files from CRM is disabled to protect the integrity of your files.
Q: How often does the sync occur?
The sync happens in real-time. Any changes made in Google Drive will be instantly reflected in CRM’s Media Storage.
Q: Can I organize Google Drive files within CRM?
Yes, you can drag and drop files, create folders, and organize your Google Drive files within CRM’s Media Storage.
Q: Are files stored in CRM or Google Drive?
Files remain stored in Google Drive, but CRM provides an interface to access and manage them seamlessly.
With Google Drive integration, handling your media files is effortless. Simplify your workflows, keep all your files in one place, and benefit from seamless synchronized storage. Need help? Explore our knowledge base or reach out to support!
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