Overview - ZohoCRM 2 GoogleDrive extension

Overview - ZohoCRM 2 GoogleDrive extension

SHORT DESCRIPTION


Google Drive Extension is developed by the team of SaasPlugin which gives the flexibility to the end-user to choose the desired location of the Leads and Deals folder which will accommodate the necessary documents, files, and folders. 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. With this, the more pressing business operations can be focused on cutting time from all that redundant data admin work.


Key Features:

  • Allows users to browse/add/delete/modify files, folders to Zoho CRM records and gives the flexibility to the end-user to choose the desired location to the Leads and Deals Module and sync them to the integrated Google Drive account.
  • 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.
  • Synchronize files and folders between CRM and Google drive both applications bidirectionally. 
  • Files/folder will remain intact even once you convert your Lead to 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

How It Works:

  • After installing the widget the user needs to link the user's CRM to google drive by authorizing the widget.
  • To access the widget, the CRM super admin will need to provide access to their team members through the users portal.
  • Users who have been given shared access and have been added to the CRM can access the widget through their leads and deals module. Users will be able to see different modules according to their permission.
There are two types of system users:
  1. Admin Users 
  2. Standard Users

Admin Users
Admin users are allowed to have access to the below modules:
  • Leads
  • Contacts
  • Accounts
  • Deals
  • Google Drive Settings

Standard User
Standard users are allowed to have access in below modules and can only see leads , contacts , accounts , and deals created by themselves :
  • Leads
  • Contacts
  • Accounts
  • Deals


Default Folder Settings & Hierarchy
Deals Module 
In the Folder Settings tab the user can select the default ( root ) folder for saving deals and set default folder hierarchies using the Set Client Folder Hierarchy and inline create , delete & edit features.
Leads Module 
By default google drive’s default My Drive folder will be used for saving leads however admins can Choose Custom Location and also create leads folder instantly in google drive and then select that as the custom location for saving leads.

Mapping Lead ID
Before using the widget the Lead ID For GDrive Extension field needs to be mapped for successful conversion of the lead to deal.

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