The Google Drive integration with Pipeliner CRM makes it easy to add, manage and collaborate on files.
About Google Drive Integration
Share and collaborate on documents with your sales team using Google Drive and attach your files with just a few clicks to any leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., sales opportunity, contact, or accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. in Pipeliner CRM.
Attach your collaborative sales best practice documents directly to any stage in the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. for effective organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). of your sales documents.
Share Google Drive Files with Your Sales Team!
Key Features
Google Drive allows you to store all your files in one place, so you can access them from anywhere and share them with others easily. With the Google Drive App for Pipeliner CRM installed, you will be able to access all Google Drive documents conveniently from within Pipeliner CRM.
- Directly attach Google Drive files to any sales stage of your opportunities
- Attach your Google Drive files to any lead, sales opportunity, account, or contact in Pipeliner CRM
- Work both online and offline using the Google Drive Apps for Mac, Windows PC, and Android mobile devices
- FREE of charge, requires Pipeliner CRM account.
About Google Drive
Google Drive is a comprehensive cloud storage solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. created by Google, providing users with an efficient and secure method to save, access, and share files online. Google Drive interacts effortlessly with other Google services, including Docs, Sheets, and Slides, enabling users to create, edit, and collaborate on diverse documents in real time. The intuitive interface and extensive application compatibility across various platforms guarantee that documents, images, and videos are accessible at any time and from any location, rendering it an essential tool for improving productivity and promoting collaboration. Through comprehensive sharing options, users retain authority over the visibility and editability of their files, thereby safeguarding dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. privacy and security. Google Drive’s ability to synchronise files across devices ensures that modifications made on one device are promptly reflected on all others associated with the same account, enhancing workflow efficiency and providing reassurance.
Integration Developer
This is a direct integration, developed as part of Pipeliner CRM application.
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