If you have created or added a file through Google Drive, you can simply click on your file, and you can easily view or edit your file directly from Pipedrive, as well as allow other Pipedrive users to view or edit your file directly from Pipedrive.Platform Managers can integrate Google Drive with Blackbaud online submissions. Create new: Create a file from scratch through Google Drive, automatically saving the file within both Pipedrive and Google Drive at once.

Simply begin typing the name of your file in and, once found, select it. Import from Google Drive: Add a file that's already living in Google Drive.

Select from your computer: Upload a file directly from your computer, which keeps your file stored within Pipedrive, as well as migrate it over to Google Drive.

You'll see that, instead of only the ' Upload from your computer' option that you had prior to enabling the Google Drive sync, you now have several options: Go to the Upload files tab in the detail view of one of your deals, organizations, or people contacts. This means that if the file is removed from Google Drive, it will also be removed from Pipedrive. Note: Documents imported from or saved to Google Drive are stored in Google Drive and not Pipedrive.

Select whether to enable the sharing of all Google Drive files with other Pipedrive users in your company.

Select whether to store Pipedrive files in a separate folder on Google Drive.

Select ' Yes' in the Use Google Drive option to enable the sync feature.

Select ' Connect now' to connect your Google Drive account.

Go to Personal preferences (click on your name at the top-right corner) > Google Drive to access the sync options.

Easy inline creation: A new Google Doc can be generated inline..

Easy inline editing: Uploaded files can be converted to Google Docs, viewed and edited without having the download the file and open it with separate software.

Efficiency: The same file can be linked multiple times in Pipedrive, ensuring that the latest version of a document is always attached.

Accessibility: If Google Drive sync is enabled, all files will be stored in Google Drive so they're accessible through the Pipedrive interface.

Google docs google drive integration