Share and Collaborate on Documents Using Google Drive
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 lead, sales opportunity, contact, or account in Pipeliner CRM.
Attach your collaborative sales best practice documents directly to any stage in the sales process for effective organization of your sales documents.
Share Google Drive Files with Your Sales Team!
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.
Pipeliner Support Portal provides detailed information on how to integrate Google Drive to your copy of Pipeliner CRM.