Connect Google Drive with Pipeliner CRM

  Juraj Perina  

September 22, 2016 09:24

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PLAN AVAILABILITY | × Personal × Personal Plus ✓ Starter ✓ Business ✓ Enterprise

Google Drive for Pipeliner CRM lets you attach your Google Drive documents directly into a specific sales step to effective organize sales documents according to your sales process or attach your files to any opportunity, lead, contact or account in Pipeliner CRM.

Integration Check List:

  1. You must have your unique Google account first.

Connect Google Drive with Pipeliner CRM

You can activate the Google Drive App within the "Account Settings".

  1. Click on the “User” and select “Account Settings” from drop down menu.
  2. Click on “Apps”.
  3. Find Google Drive and click "Activate".
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