Note:

1. Only administrators can install this extension.
   
2. Only users with active trials or paid accounts with Google Drive can use this extension.

Installing the extension

1. Go to Setup > Marketplace > All to see a list of all installed extensions. You can view all extensions supported by Zoho CRM under All Extensions.
   
2. Click All Extensions, then search for and select Google Drive.
   
3. Click Install.
   
4. Agree to the terms of service and click Install.
   
5. In the following screen, agree to the terms of service and click Continue to Install.
   
   
6. In Users/Profiles, choose one of the following and click Confirm:
   
1. Install for admin only: The extension will be installed in CRM only for users with administrator profile.
   
2. Install for all users: The extension will be installed in CRM for all users.
   
3. Choose profiles: The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the relevant profiles.
   The extension will be installed for the specified users. After installation, those users need to authorize using their Google Drive credentials.
   
   
7. Click Authorize.
   If you skip this step, you can authorize the extension later by going to Settings > Setup > Marketplace > All. Search for Google Drive extension and click Configure.
   
   
8. In the pop-up, add your Google Drive account credentials and click Sign In.
   
9. Grant permission to Zoho CRM to sync with Google Drive, so that you can upload and share files from your CRM to your Google Drive account. The account will then be authorized and the extension will be activated.
   
10. In Extension Settings, click the Settings icon.
    
11. In the following page, enter the Google Drive Value and Google Root Folder ID.
    
    
1. The Google Drive Value = 0 if the root folder is in My Drive. The Google Drive value = 1 if the root folder is in Team Drive.
   
2. Create a new folder in your Google Drive, either inside your Team Drive or My Drive, based on your business needs. Use that folder's ID as Root Folder ID, which will be available on the page URL while opening the folder.
   
12. Click Next.
    
13. In the following page, toggle ON the modules for which you want the folders to be created in Google Drive. Select the field names from the drop down based on which the folders will be created with that field name as the folder name in Google Drive.
    
    
14. Click Save.
    
15. Only for the Deals module, you can choose to create folders for the module or the folders can be created within the corresponding Accounts module folder.
    
    
16. Click Save.
    

Based on these configuration settings, the extension will sync data between the Google Drive and Zoho CRM. The settings can be modified anytime using the Modify button, without having any impact on the existing data in Google Drive.

Note:

1. Administrators should share their Google Drive's root folder with their org users for them to access the root folder as well.
   
2. All the existing users will be displayed with the Modify button using which they can define settings to continue using the extension.

Sharing files from Zoho CRM to Google Drive

1. Select the Leads, Accounts, Contacts, Cases, or Deals modules.
   
2. Click on a record to which you want to add or share documents.
   
3. In the record's details page, click Add File to Google Drive.
   
   
4. In the pop-up, click Add File and select the desired file.
   The file will then be added to that record's folder inside the root folder in the Google Drive.
   
   

Note: When you try to add files for duplicate records in Google Drive, you'll be shown with a warning message. If you click OK, a folder with the same name will be created in Google Drive.

Viewing files in Zoho CRM

1. Select the Leads, Accounts, Contacts, Cases, or Deals modules.
   
2. Click on a record and go to the Google Drive list.
   You can view the list of files uploaded to Google Drive for that particular record.
   
   
3. Click on the desired file. You will be redirected to Google Drive and the file will open.

Uninstalling the extension

1. Go to Setup > Marketplace > All to see a list of all installed extensions. Under All Extensions, you can view all the extensions supported in CRM.
   
2. Search for Google Drive and click the corresponding Uninstall link.
   
3. Click Ok to confirm.
   All data related to Google Drive will be deleted from your CRM account.