Google Drive integration with CRM
Store relevant files together with your deals in Teamgate Sales CRM and access them at any time.
Google Drive integration with CRM enables you to store various kinds of files together with your deals and helps you to reduce the amount of time you, or your team members, spend to transferring data and finding important information. This great two-way integration ensures that relevant documents don’t go missing, and the information is always up-to-date.
It is a direct integration, which can be set up instantly by accessing the integrations section in your Teamgate Sales CRM profile.
How It Can Help You:
- Beneficial Access Options – Thanks to Google Drive CRM integration you can easily share files and folders with your team members. Also, it is possible to access and view files offline. Your work, and especially your collaborations can greatly benefit from this integration.
- Variety of Files – You can store all kinds of files, including text files, photos, videos, PDFs, and more. It is possible to preview the files and edit them online if your Google Drive is connected.
- Find Necessary Information Easier – In addition to associating your deals in Teamgate with the relevant files, you also have the advantage of improved search and filtering. Finding necessary information is simplified, allowing you to search for files by name and other criteria, as well as filter the file list.
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Hi, I am Edita, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.