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    Google Drive Integration

    This article will help you understand the benefits of Vtiger CRM and Google Drive integration.
    R
    Rashmi Kashyap
    31 May, 2024 - Updated 5 months ago
    Table of Contents

    ​Introduction

    Google has multiple apps like Google Search, Mail, Photos, Drive, etc. You can use these apps to search for information, send emails, save pictures, and store all your documents. 
    Google Drive is an online cloud storage service provided by Google, where the first 15 GB is free. When you save files to Google Drive, you can: 
    • View and use these files across various devices and locations
    • Organize your files and data
    • Share these files with others
    • Free up space on your devices

    Google Drive and Vtiger CRM

    If you are a Vtiger CRM user who also uses Google apps like Dropbox, Calendar, etc., you can now sync your documents between Vtiger CRM and Google Drive. 
    When you upload a file to the Drive, you will also have a record of the upload in your CRM account. This way, you will have access to your documents from your CRM account, and you do not have to log in to different online storage apps.
    To know more about Google Drive + Vtiger CRM, click here.

    Feature Availability

    Sales Starter Sales Professional Sales
    Enterprise    		 One Professional One Enterprise
    Feature Availability
    Google Drive ✓ ✓ ✓ ✓ ✓

    Note: Google Drive is also available in the Help Desk Starter and Help Desk Professional editions.


    Uploading and Linking Documents 

    You can upload documents to Google Drive as well as link them from Drive to your CRM, or save it on your local computer.
    Note: You must have a Gmail account to use Google Drive.


    Uploading Documents to Google Drive 

    Follow these steps to upload documents to Google Drive from the CRM:
    1. Log in to your CRM account.
    2. Click the Main Menu.
    3. Go to Essentials.
    4. Select Documents.
     
    1. Click +Add.
    2. Click Upload. 
    3. Select Google Drive as your document storage in the Upload Document window.
    ​
    ​
    1. Sign in to your Drive using your Google credentials.
    2. Assign a user to the document.
    3. Select the folder where you want to store your document.
    4. You can either upload the document by a drag-and-drop action or select the document from your local system.
    5. Click Upload.
    The document will be uploaded to Google Drive.
    Did you know?
    You can view the documents uploaded to Google Drive from the CRM, click the Google Drive option on the side panel.


    Linking your Documents to CRM

    If you have a document in Google Drive and want a record of it in the CRM, you just have to link it. 
    Follow these steps to link documents to CRM from Google Drive:
    1. Log in to your CRM account.
    2. Click the Main Menu.
    3. Go to Essentials.
    4. Select Documents.
    5. Click +Add.
    6. Click Link.
    ​
    ​
    1. Select Google Drive to link from in the Link Document window.
    2. Select the folder where you want to store your document.
    3. Assign a user to the document.
    4. Click Browse to choose the file you want to link.
    1. Sign in to your Drive using your Google credentials and click Allow to give consent.
    ​
    ​
    1. Select the document from your Drive.
    2. Click Add.
    3. Click Link Selected files.
    The document will be linked to CRM.
    To know more about Documents, click here.

    Notes:
    • For enhanced security, the new Google Drive UI for Linking Documents won't store sessions or tokens, requiring each window to run in isolation. This means frequent re-authentication for users.
    • This approach prioritizes security over convenience. Hence, we are not allowed to Revoke from CRM settings as google-drive windows and its session are limited.
    ​
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