This integration between Pipeliner Cloud and Google Drive allows you to access files from Google Drive within Pipeliner, linking them to Accounts, Contacts, Lead, Opportunities and Activities.
In order to use this integration, you will need to have a Pipeliner Cloud Subscription and a Google Account.
How to activate the Google Drive integration in the Pipeliner Automation Hub
From the Admin Module, click on the Automation Hub Menu Item.
Find the "Google Drive" integration ⤵
Click on the Google Drive card and then “Add for Free” ⤵
In the Automation Hub, the integration will now show as “Running” ⤵
Activating the Integration from User Settings in the Pipeliner Web App
Once the integration is running, each user will need to activate it within their User Settings. Click on the user’s avatar in the top right and then the Settings button ⤵
All our Google integrations are visible in the Apps tab ⤵
Select Google Drive, click on "Activate" and sign in to your Google account. You’ll need to allow the app to access your Google account ⤵
The integration will then show as "Activated". Click on "Close" to save your changes ⤵
NOTE: to deactivate the integration, click on the "Deactivate" button ⤵
Attaching links to Google Drive files from Pipeliner
Wherever you are able to attach a file to a record, you’ll now be able to choose to select that file from Google Drive.
From a QuickView ⤵
From the Compact View ⤵
From an open record on the Documents tab ⤵
You’ll now be able to select Google Drive as the source of the file ⤵
Select your file and attach it. You’ll then be able to see and access the file from the Documents tab of the record that you linked it to ⤵