FAQs in this section
What is Google Drive?
How do the Google Drive and Vtiger CRM integration work?
How can I upload documents from Drive to the CRM?
Can I sync the documents from Drive to Vtiger CRM?
Is Google Drive available in the Sales Starter edition?

How can I link the documents from Drive to the 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.
  7. Select Google Drive to link from in the Link Document window.
  8. Select the folder where you want to store your document.
  9. Assign a user to the document.
  10. Click Browse to choose the document you want to link.
  11. Sign in to your Drive using your Google credentials.
  12. Select the document from your Drive.
  13. Click Add.
  14. Click Link Selected files.
The document will be linked to CRM.
To know more about Documents, click here.
To know more about Google Drive, click here.
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