Attach from Google Drive - Online Help - Zoho CRM

Attach Files from Google Drive

Key Features
  • Connect to Google Drive with just a click of a button.
  • Attach documents from Google Drive into Zoho CRM without the hassle of downloading.
  • Share documents and work together in real time.
  • Authenticate Google credentials only the very first time you want to attach a file.
Availability

Permission Required
Zoho CRM users can attach documents to the CRM modules as per the role-based security.

 

To attach files from Google Drive

  1. Sign in to Zoho CRM.
  2. Select a record from the required module. (eg. Leads, Potentials, Contacts, etc)
  3. In the [Module] Details page, click the Google Drive link under Attachments related list.
  4. In the Attach from Google Drive page, click Authenticate Google.
  5. In the  Google Drive login page, enter the user name password of your Google Account.
    Note
    • If you are already logged into Google Drive, you will be redirected to the Grant Access page.
  6. Click Grant Access in the Google Accounts page, to enable Zoho CRM access Google Drive.
  7. From the Attach from Google Drive window, select the required document(s), spreadsheet(s) or presentation(s).
  8. Click OK to attach the file. The file will be available in the Attachments section.
Note
  • You need to authenticate your Google credentials (first time only).
  • The Attach from Google Drive option is available in all modules except Reports, Dashboards and Forecasts.
  • You can attach only those files that are already available in Google Drive.
  • Your Google credentials are not stored anywhere in Zoho CRM.
  • You can attach a maximum of 5 files (at a time) and the total size of the file(s) should not exceed 5 MB.
SEE ALSO

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Google Drive

                                                                                                                The Google Drive extension for Zoho CRM allows the sales representatives 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 ...
                                                                                                              • Attach a URL (link) to a record

                                                                                                                When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents ...
                                                                                                              • Attaching files from other Cloud Drives

                                                                                                                Files can be attached to a record from other cloud drives into the Attachments related list. The list of supported cloud drives are: Google Drive, Box, and OneDrive.  Note A file should not exceed 10MB Maximum of 5 files can be attached at a time. To ...
                                                                                                              • Configuring Google Ads Integration in Zoho CRM

                                                                                                                Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in Zoho CRM. Setting up Zoho CRM for Google Ads comprises of these steps: Step 1: Authentication - Enable this feature and authorize your Zoho ...
                                                                                                              • Zoho CRM Webforms for Google Sites

                                                                                                                Webforms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish their ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources