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

    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








                                    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

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            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 Web Forms for Google Sites

                                                                                                        Web forms 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 ...
                                                                                                        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