Keeping track of media files takes time, but the Google Drive integration lets you access and organise files without switching between platforms. Your documents, images, and other media stay synced and accessible directly within the CRM.
To get started, go to Media Storage and click the Connect Drive button.
Choose the Google Account you'd like to connect to the CRM.
Follow the remaining prompts and click Allow to grant the CRM access to your Google Account.
The Google Drive logo will appear in the top right corner of the CRM, confirming the integration is active.
In the dropdown on the left side, select the Google Drive option to access your files.
Here's what your Google Drive files look like within the CRM. Any changes made in Google Drive, such as new uploads or deletions, will sync automatically. Renaming or deleting Google Drive files directly from the CRM is not supported.
Connecting Google Drive lets you centralise file management, work more efficiently, and avoid switching between platforms. Your files stay organised and up to date through seamless synchronisation.
FAQs
Q: Can I rename or delete Google Drive files from the CRM?
- A: No, renaming or deleting Google Drive files from the CRM is disabled to protect file integrity.
Q: How often does the sync occur?
- A: The sync happens in real time. Any changes made in Google Drive will instantly reflect in the CRM's Media Storage.
Q: Can I organise Google Drive files within the CRM?
- A: Yes, you can drag and drop files, create folders, and organise your Google Drive files within the CRM's Media Storage.
Q: Are files stored in the CRM or Google Drive?
- A: Files remain stored in Google Drive, but the CRM provides an interface to access and manage them seamlessly.