PLAN AVAILABILITY | × Personal × Personal Plus ✓ Starter ✓ Business ✓ Enterprise
Google Drive for Pipeliner CRM lets you attach your Google Drive documents directly into a specific sales step to effective organize sales documents according to your sales process or attach your files to any opportunity, lead, contact or account in Pipeliner CRM.
Integration Check List:
- You must have your unique Google account first.
Connect Google Drive with Pipeliner CRM
You can activate the Google Drive App within the "Account Settings".
- Click on the “User” and select “Account Settings” from drop down menu.
- Click on “Apps”.
- Find Google Drive and click "Activate".