If you want to store lead information in rows and columns, you can use Google Sheets. If you want to create and store a presentation about a newly released feature, you can use Google Slides.
Google Drive integration allows you to save documents in different formats that can be used for various purposes.
Access Google Drive from different modules
If you use Google Drive alone, you can only save files by clicking the New button. But with Google Drive integration with CRM, you can record switzerland phone number data documents from various CRM modules.
Save copies of documents in multiple locations
By linking documents from Google Drive to CRM, you can save a copy of each document in both Drive and CRM. You can retrieve the file from either of these locations in case you accidentally delete it.
So, how can Google Drive integration help you be more productive?
Google Drive integration acts as a lifesaver guide to japanese media companies for marketing and sales representatives to save documents from various modules in CRM. Just like using the quick create feature in Vtiger, you can quickly save documents if you are in the contacts, events, or tasks modules. Moreover, you can access documents from various platforms without switching back and forth between applications, which is a great time saver.
Are you planning to implement Google Drive integration to facilitate advanced document sharing in your business?
To take part in our integration journey, join us for a test drive now.
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