We have many Google (and Google Apps) users using Zoho applications and integration between Google and Zoho Apps is increasingly becoming one of the most requested features. We previously integrated Zoho and Google at Sign-on level (both Google & Google Apps) and now, we are extending this integration to the application level.
Following a series of updates, Google Docs is now integrated with Zoho Applications – Zoho CRM, Mail, Docs & Projects. Let us look at each of these in detail.
Zoho CRM & Google Docs Integration
Several Google Apps users use Zoho CRM. They use Gmail and Google Docs along with Zoho CRM. We previously provided an option to view Gmail emails in Zoho CRM and now, we are integrating Google Docs into Zoho CRM. This allows users to attach documents from Google Docs to several modules in Zoho CRM like Leads, Contacts, Cases etc.
When you try to attach a document from Google Docs, you’ll be prompted to authenticate using your Google credentials (using oAuth). Once done, your documents from Google Docs are listed in Zoho CRM.
In the Google Docs dialog, we have options to view all files or by type. You can also search for documents in the dialog. This ‘Attach from Google Docs’ dialog is consistent with ‘Attach from Zoho Docs’ dialog we already have in our applications. Attached documents can be viewed using the respective Zoho applications.
Attach Google Docs in Zoho Mail
When you compose an email in Zoho Mail, we previously provided an option to attach documents from Zoho Docs. We are now extending this functionality to Google Docs as well. This means, while composing an email in Zoho Mail, you can attach files directly from Google Docs.
Upload files from Google Docs to Zoho Docs
Zoho Docs is a central document repository for all types of documents. We added an option to upload files directly to Zoho Docs from Google Docs.
We currently have a limit to upload 5 files at a time. We plan to remove this restriction moving forward.
Attach files to your Projects from Google Docs
Zoho Projects is another business application used by Google Apps users. We recently launched Zoho Projects for Google Apps and we provided this option to attach documents from Google Docs to the Documents module in Zoho Projects.
This presentation summarizes all the integrations.
We believe Google Docs integration with several Zoho Apps will provide seamless experience for users who use Zoho and Google Apps. We will continue to integrate Zoho Apps with Google and your inputs will drive our road-map. We are looking forward to hearing your feedback.