Google Drive for Zoho CRM | Online Help | Zoho CRM

Google Drive

The Google Drive extension for Zoho CRM allows the sales reps to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the associated Google Drive account, and all attachments from Zoho CRM records are automatically synced and saved in this folder.
Note:
  1. Only administrators can install this extension.
  2. Only users with active trials or paid accounts with Google Drive can use this extension.

Installing the extension

You can either go to Zoho Marketplace and install the extension, or you can log into your Zoho CRM account and install it.

To install the Google Drive extension:
  1. Go to Setup > Marketplace > All to see a list of all installed extensions. You can view all extensions supported by Zoho CRM under All Extensions.
  2. Click All Extensions, then search for and select Google Drive.
  3. Click Install.
  4. Agree to the terms of service and click Install.
  5. In the following screen, agree to the terms of service and click Continue to Install.

  6. In Users/Profiles, choose one of the following and click Confirm:
    1. Install for admin only: The extension will be installed in CRM only for users with administrator profile.
    2. Install for all users: The extension will be installed in CRM for all users.
    3. Choose profiles: The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the relevant profiles.
      The extension will be installed for the specified users. After installation, those users need to authorize using their Google Drive credentials.

  7. Click Authorize.
    If you skip this step, you can authorize the extension later by going to
    Settings > Setup > Marketplace > All. Search for Google Drive extension and click Configure.

  8. In the pop-up, add your Google Drive account credentials and click Sign In.
  9. Grant permission to Zoho CRM to sync with Google Drive, so that you can upload and share files from your CRM to your Google Drive account. The account will then be authorized and the extension will be activated.
  10. In Extension Settings, click the  icon.
  11. In the pop-up, enter the Google Drive Value and Google Root Folder ID.

    1. The Google Drive Value = 0 if the root folder is in My Drive. The Google Drive value = 1 if the root folder is in Team Drive.
    2. Create a new folder in your Google Drive, either inside your Team Drive or My Drive, based on your business needs. Use that folder's ID as Root Folder ID, which will be available on the page URL while opening the folder.

Sharing files from Zoho CRM to Google Drive

Using the Google Drive extension, you can create, view, share, and upload files directly from your CRM account to Google Drive. Whenever you create a contact or a lead in Zoho CRM, a folder for that record is automatically created inside the root folder. You can upload files to those folders, and those files will also be listed in the record's Google Drive list.

To share files from Zoho CRM to Google Drive:
  1. Select the Leads, Accounts, Contacts, Cases, or Deals modules.
  2. Click on a record to which you want to add or share documents.
  3. In the record's details page, click Add File to Google Drive.

  4. In the pop-up, click Add File and select the desired file.
    The file will then be added to that record's folder inside the root folder in the Google Drive.

Viewing files in Zoho CRM

All files associated with a record in both Zoho CRM and Google Drive will be listed in CRM's Google Drive list. If you click on a file in Zoho CRM, you will be redirected to that file in Google Drive.

To view files associated to a record in Zoho CRM:
  1. Select the Leads, Accounts, Contacts, Cases, or Deals modules.
  2. Click on a record and go to the Google Drive list.
    You can view the list of files uploaded to Google Drive for that particular record.

  3. Click on the desired file. You will be redirected to Google Drive and the file will open.

Uninstalling the extension

To uninstall the Google Drive extension
  1. Go to Setup > Marketplace > All to see a list of all installed extensions. Under All Extensions, you can view all the extensions supported in CRM.
  2. Search for Google Drive and click the corresponding Uninstall link.
  3. Click Ok to confirm.
    All data related to Google Drive will be deleted from your CRM account.

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