FAQs in this section
What is Google Drive?
How do the Google Drive and Vtiger CRM integration work?
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?

How can I upload documents from Drive to the CRM?

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.
  5. Click +Add.
  6. Click Upload
  7. Select Google Drive as your document storage in the Upload Document window.
  8. Sign in to your Drive using your Google credentials.
  9. Assign a user to the document.
  10. Select the folder where you want to store your document.
  11. You can either upload the document by a drag-and-drop action or select the document from your local system.
  12. Click Upload.
The document will be uploaded to Google Drive.
You can view the documents uploaded to Google Drive from the CRM, click the Google Drive option on the side panel.
To know more about Google Drive, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube