How does Zoho CRM integrate with Google Docs?

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• Where can I view the documents attached from Google Docs in the CRM system?

  You can view the attached documents under the "Attachments" section in the Record Details page.   

• I deleted a document in Google Docs. Will it be deleted in CRM also?

  No. Your document will not be deleted from  CRM if you delete it from Google Docs.

• How do I send attachments in Google Docs account?

  You can add your files saved in Google Docs as attachment in E-Mail. Click on the button ‘Google Docs’ to choose a file saved in your Google docs account as attachment to your email.

• How many times will I have to authenticate my credentials with Google to access Google docs?

  You will have to authenticate your Google credentials only once i.e the first time you want to attach a document.

• How to integrate a CRM web form in WordPress?

  To publish a  CRM web form in WordPress: Generate a web form in CRM with the required fields. When you are done with building the form and specifying the form details, you will see the embed options. Select the Wordpress tab. You can choose from ...