Google Drive integration with Vtiger CRM

Manage, share and collaborate on documents within the CRM

Google Drive is natively integrated with Vtiger Documents, using which you can add, manage and collaborate on all those documents within Vtiger.

Google Drive is a file storage and synchronization service platform from Google.

Features:

  • Upload documents and link them to leads, contacts, opportunities, or other records in Vtiger CRM to improve efficiency.
  • Share uploaded documents with sales, marketing, and people outside the organization.
  • View the latest document version and ensure that you and other team members always have the new and correct information.
  • Store your marketing and sales collateral in a single location to access quickly.

Benefits:

  • Collaborate with customers on documents associated with their CRM records.
  • View and use the files across various devices and locations.
  • Share the files within and outside the organization.
  • Avoid switching between storage apps.

Available in these editions:

All editions