I deleted a document in Google Docs. Will it be deleted in CRM also?
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.
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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 does Zoho CRM integrate with Google Docs?
CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.
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.
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.
If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?
No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to CRM.