One of the advantages of Google Drive integration with Vtiger CRM is that you can upload important files directly from CRM to Drive using the Vtiger Documents module.
Link documents from Google Drive to Vtiger CRM
You can link documents available in Drive sweden phone number data to Vtiger Documents module and record files in multiple places. For example, you have accidentally deleted a sales contract in Drive. Now, if you have linked the document with CRM, you can access it by logging into the CRM application.
Other important operations using Vtiger document module
In addition to documenting and linking guide to japanese media companies documents from the Documentation module, you can also do a lot of things, such as:
- You can view documents in different views such as list view, summary view, and so on.
- You can use List view to arrange all your documents in columns.
- You can follow, download, share, mark, print, and delete documents from the summary view.
- You can create separate folders for all your files to organize them efficiently.
- You can create documents from b to c database other modules, such as Quick Create .
- You can share documents as PDF, link, attachment, etc.
- You can collaborate with clients and team members and discuss documents using.
To know more about the Documents module in Vtiger CRM, click here .
Benefits of Google Drive Integration with Vtiger CRM
Let’s take a deeper look at the benefits of integrating Vtiger CRM with Google Drive.
Minimize switching between applications
When you integrate Vtiger CRM with Google Drive, you can record all the files directly from CRM to Google Drive. You don’t have to open both your Drive account and CRM application at the same time to carry out your campaigns effectively.
Moreover, CRM allows you to perform a wide range of functions such as saving, linking, sharing, and printing documents from a single platform, which saves you from having to log into external applications to perform specific functions.
Store files online
Drive comes with an option to access important files across multiple devices anytime and anywhere. It eliminates the need to store files in laptops and pen drives, allowing you to have them online in a secure manner with the help of a stable Internet connection.