Google Drive Sync for Zoho CRM

Google Drive Sync for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "Google Drive Sync"
  3. How to install "Google Drive Sync for Zoho CRM"
  4. Setting up OAuth Authorization with Google
  5. A related list "Google Drive" has been added with this integration in the Leads, Contacts, Accounts, Deals, and Vendors modules
  6. How to sync the files from Zoho CRM to Google Drive and ViceVersa
  7. Support

Prerequisites

  1. You must be Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher required.
  3. You should have Google Account.

Key Features of "Google Drive Sync"

  1. Seamlessly synchrozie data between Zoho CRM and Google Drive across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
  2. Enable bidirectional syncronization, ensuring that updates made in either Zoho CRM or Google Drive are reflected in both systems, keeping data consistent and up-to-date.
  3. Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals and Vendors modules.
  4. Effortlessly manage documents associated with CRM records by syncing them with Google Drive, providing centralized repository for easy access and collaboration.
  5. Customize the mapping of fields between Zoho CRM and Google Drive to ensure that the right data is synced accurately and according to your specific needs.
  6. Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platforms.
  7. Enhances search capabilities by enabling users to search for documents and records stored in both Zoho CRM and Google Drive from a unified interface.

How to install "Google Drive Sync for Zoho CRM"

1. Go to Setup > Marketplace > All.
     All the installed extensions are listed. Under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "Google Drive Sync for Zoho CRM."
     Details about extension will be available.
3. Click "Start a free trial," and "Buy Now."
    If you choose "Start a free trial," you'll get a trial period for an extension of 10 days. After the trial period expires, you have to          purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."



1. Choose one of the following, then click confirm:
  1. Install for Admins only - The extension will only be installed in CRM for users with the administrator profile.
  2. Install for Users only - The extension will be installed in CRM for all users.
  3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
     The extension will be installed automatically for specified users.



There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.


Setting up OAuth Authorization with Google Drive

  1. To begin, you need a Google account.
  2. To authorize the account press the authorize button.
  3. Enter the Google account 'Username' and 'Password'
  4. Then you can access to Zoho CRM data.









Leads Module


You can access the Google Drive integration as a related list within the Leads module.



Contacts Module


You can access the Google Drive integration as a related list within the Contacts module.



Accounts Module

You can access the Google Drive integration as a related list within the Accounts module.



Deals Module

You can access the Google Drive integration as a related list within the Deals module.



Vendors Module

You can access the Google Drive integration as a related list within the Vendors module.




How to sync the files from Zoho CRM to Google Drive and ViceVersa

Upon installing the "Google Drive Sync for Zoho CRM" extension, it's necessary to link your Google account with Zoho CRM. This connection is essential for accessing files in both Google Drive and Zoho CRM.

Following the integration, the Google Drive Sync for Zoho CRM extension will display the accessible sites in the settings widget. You'll have the option to select the site where files or documents will be stored. By default, upon mapping the chosen sites in Google Drive, a folder named "Zoho CRM" will be created. You can customize module mapping as needed. To store documents or files, select a specific field, and they will be stored accordingly. You have the flexibility to map modules such as Leads, Contacts, Accounts, Deals, and Vendors based on your preferences.

Based on your requirements the modules and paths were mapped accordingly.














Leads Module

To upload documents or files, navigate to the Leads module. On the left side of the screen, locate the "Google Drive" related list. Click on this section to access its features. Here, you can attach multiple files at once. Details such as "File Name," "File Type," "File Size," "Trashed," "Created On," and "Modified On" for each document or file are displayed. Adding or deleting documents/files can be performed seamlessly from either Zoho CRM or Google Drive.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the delete. You can delete the documents or files.



Contacts Module

To upload documents or files, navigate to the Contacts module. On the left side of the screen, locate the "Google Drive" related list. Click on this section to access its features. Here, you can attach multiple files at once. Details such as "File Name," "File Type," "File Size," "Trashed," "Created On," and "Modified On" for each document or file are displayed. Adding or deleting documents/files can be performed seamlessly from either Zoho CRM or Google Drive.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the delete. You can delete the documents or files.



Accounts Module

To upload documents or files, navigate to the Accounts module. On the left side of the screen, locate the "Google Drive" related list. Click on this section to access its features. Here, you can attach multiple files at once. Details such as "File Name," "File Type," "File Size," "Trashed," "Created On," and "Modified On" for each document or file are displayed. Adding or deleting documents/files can be performed seamlessly from either Zoho CRM or Google Drive.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the delete. You can delete the documents or files.



Deals Module

To upload documents or files, navigate to the Deals module. On the left side of the screen, locate the "Google Drive" related list. Click on this section to access its features. Here, you can attach multiple files at once. Details such as "File Name," "File Type," "File Size," "Trashed," "Created On," and "Modified On" for each document or file are displayed. Adding or deleting documents/files can be performed seamlessly from either Zoho CRM or Google Drive.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the delete. You can delete the documents or files.



Vendors Module


To upload documents or files, navigate to the Vendors module. On the left side of the screen, locate the "Google Drive" related list. Click on this section to access its features. Here, you can attach multiple files at once. Details such as "File Name," "File Type," "File Size," "Trashed," "Created On," and "Modified On" for each document or file are displayed. Adding or deleting documents/files can be performed seamlessly from either Zoho CRM or Google Drive.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the delete. You can delete the documents or files.




Support

Contact Number: +919868329081
Website: www.nexivo.co



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