Install & Setup
Zoho CRM 2 Google Drive - Installation Guide
To install the extension Go to Setup > Marketplace > All. Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. Go to All Extensions, and ...
Default Folder Settings & Hierarchy
Google Drive Settings This section is under Setup Process, you will get this set-up page from the "Google Drive Settings" module. Deals Module After clicking Next the user will be taken to the Folder Settings tab where the user can select the default ...
Resetting Google Drive authorization
Please be advised that the folders location and hierarchy under Google Drive Settings >> Folder Settings will be back to default after email authorization. This will be the same for both Deals and Leads modules. As a result, you need to set folder ...
Set Default Templates & Hierarchy
Please Note - The Folder Settings can only be accessed by the Super Admin and Admin. Inside your Zoho CRM, go to Google Drive Settings Then, click on Folder Settings Once you are inside Folder Settings, you can create templates and set their ...
Users and Profiles
All kinds of administrative stuffs can change /modified by Super admin/ Admin Super admin and admin have the ability to modify all sorts of administrative stuff like creating default folders, assigning roles to various users, creating new users, ...
Limitations
Users have to remember the path of a specific folder since the Zoho CRM to Google Drive extension doesn’t show the path. This can be quite a challenge when there are several folders. Inside our Google drive, we can see the folder path. Users must ...