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Google Drive

Connect Google Drive to Skode CRM to attach documents, proposals, and contracts directly to deal and contact records. Browse your Drive from within the CRM, link files to sales activities, and keep all deal-related documents organized in one place.

checklistFeatures

check_circleBrowse and attach Google Drive files to CRM records
check_circleAutomatic folder creation per deal or contact
check_circleFile preview and quick access from CRM timelines
check_circleShared Drive support for team document management
check_circleDocument activity tracking (views, edits) on CRM timelines

integration_instructionsSetup Guide

1

Navigate to Settings > Integrations > Google Drive in Skode CRM

2

Click "Connect Google Drive" and sign in with your Google account

3

Grant drive file read and write permissions

4

Configure default folder structure for deals and contacts

5

Set up automatic folder creation preferences

6

Start attaching Drive files to CRM records

Part of Skode CRM

Google Drive integrates with Skode CRM for centralized document management.