App Spotlight: Zoho CRM 2 Google Drive
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Zoho CRM 2 Google Drive
Easily manage your company's Leads and Deals folders within Zoho CRM using OscilloSoft’s Zoho CRM 2 Google Drive extension. This application provides you greater flexibility in terms of selecting a location for your Leads and Deals folders. This way, you can access the necessary documents, files, and folders in an organized manner. With the Zoho CRM 2 Google Drive extension, you can achieve a more streamlined processes and create a hierarchy of folders to manage your Leads and Deals.
Business needs:
Proper maintenance and organization of documents for any leads or deals is important for information integrity and retrieval.
Solution:
Oscillosoft’s Google Drive extension for Zoho CRM allows you to sync, share, access and manage files associated with leads or deals through Google Drive right within your Zoho CRM account. All files from your respective CRM records will be synced and stored in your associated Google Drive account. You will be given the flexibility to define the file hierarchy as you need.
With Zoho CRM 2 Google Drive, you can:
- Designate a base location for your Leads and Deals folders instead of using Google Drive’s root folder.
- Create a folder hierarchy for Leads and Deals.
- Choose the best place for the Leads files during the Lead to the Deal conversion process.
- Control the files and folders of Leads and Deals using a widget.
- Use the widget to create, rename, share, and delete files or folders.
- Access the file within the Zoho CRM record.
Additional benefits:
- Allows the user to define folder hierarchy based on business needs
- Saves time accessing files within Zoho CRM
- Easily reorganize files within the folder hierarchy
- Improves overall user’s experience of operating the Zoho CRM