CRM Help

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

  1. Sign in to Zoho CRM.
  2. Select a record from the required module. (eg. Leads, Potentials, Contacts, etc)
  3. In the [Module] Details page, click the Google Docs link under Attachments related list.
  4. In the Attach from Google Documents page, click Authenticate Google.
  5. In the Google Docs 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.
  6. Click Grant Access in the Google Accounts page, to enable Zoho CRM access Google Drive.
  7. From the Attach from Google Documents window, select the required document(s), spreadsheet(s) or presentation(s).
  8. 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 Docs 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.

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