FAQ - Zoho CRM 2 GoogleDrive extension
Q1. What are the basic requirements for this extension?
To use our Zoho CRM 2 GoogleDrive extension, you need an active Zoho and Google account.
Q2. Can I try Zoho CRM 2 GoogleDrive out before I pay?
Q3. What can Zoho CRM 2 GoogleDrive do?
Key Features:
- Browse, add, delete, and modify files and folders of Zoho CRM records, choose the desired location for the Leads and Deals modules, and sync them to the integrated Google Drive account. Files and folders will remain intact even once you convert your lead to a deal.
- The widget can use both account name and contact name for creating leads or deals folders, depending on circumstances. One account/contact folder can have multiple deals.
- Synchronize files and folders between Zoho CRM and Google Drive bidirectionally.
Q4. What does this extension do?
With the GoogleDrive extension, you can choose the desired location, which will accommodate the necessary documents, files, and folders of leads and deals. It will also make the process more streamlined and efficient by helping users to provide the hierarchy of folders that will be created for Leads and Deals respectively.
Q5. How do I install the plugin?
Q6. I've installed the plugin, does it still need any setup or specific settings?
Yes! this plugin requires additional setup to establish the connection between Zoho and Google. See our detailed setup guide here.
Q7. I've installed the plugin but how do I use it?
Please follow our user guide here. Q8. What is the process of getting help if I face any problem during using it?
Q9. Does support cost us?
No, it is completely free of cost.
Q10. May we have free support during the trial period?
There is no cost needed for extension-related support at all. You can reach us whenever you need at help@saasplugin.com.au Q11. Do I need to worry about CRM version compatibility?
For this plugin the compatible CRM versions are
- Professional
- Enterprise
- CRM Plus
- Zoho One
- Ultimate
Q12. Why is Zoho CRM not connecting to GoogleDrive?
This can be the result of an incorrect API URL or API Key that was copied into the settings during the setup process. Check that there are no spaces in the API URL and the API Key fields when copying them into the extension settings.
Q13. How much is GoogleDrive Extension?
GoogleDrive Extension can help increase your work productivity for $15 USD/month/organization
We offer 10% discount on yearly subscriptions and it comes to $162 USD only for the whole year.
Q14. How do I cancel my subscription plan?
The cancellation process is very simple. Please check this article.
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