Upload and link Documents Smartly with Google Drive and Vtiger CRM Integration
Summary
As managers, you may want to share demo presentations with your customers or discuss day-to-day activities using team planners with your teammates. Also, it is not feasible to attach your important files in email all the time and send them internally (team members) or externally (customers). Also, CRM allows you to perform a wide range of functions like saving, linking, sharing, and printing documents from a single platform which gives you relief from logging into external applications to perform specific functions.Drive comes with an option to access important files anywhere and anytime across multiple devices. It eliminates the need to store your files in your laptops and pen drives, thus allowing you to keep them online in a secure way with the help of a stable Internet connection.If you want to save lead information in different rows and columns, you have Google Sheets. You can retrieve the file from any of these locations in case you delete it accidentally.Google Drive integration acts as a savior for marketing and sales reps to save documents from various modules in the CRM.
Classifications
AskAI Classifications
LabelsLinked Companies
