Close
Google Drive
Close and Google Drive Integration
Seamlessly connect Close CRM with Google Drive to streamline your sales workflow and document management.
Seamlessly connect Close CRM with Google Drive to streamline your sales workflow and document management.
The Close and Google Drive integration allows sales teams to effortlessly link, store, and access important documents directly within your Close CRM environment. Automatically attach proposals, contracts, and client files from Google Drive to your Close contacts and deals, ensuring all your sales information is organized and easily accessible in one place. Enhance collaboration and boost productivity by keeping your sales data and documents perfectly synchronized.
To connect Close with Google Drive, navigate to the integrations section in your Close account settings, select Google Drive, and follow the prompts to authorize access using your Google credentials.
Yes, once integrated, you can easily attach files from your Google Drive to any contact or deal within Close, making document management straightforward and centralized.
Yes, any updates made to files in Google Drive will be reflected when accessed through Close, ensuring you always have the most current documents linked to your sales records.
Absolutely. Both Close and Google Drive use industry-leading security protocols to protect your data. The integration uses secure OAuth authentication to ensure your information remains safe and private.
Yes, the integration supports accessing and attaching files from both your personal Google Drive and shared drives, allowing for flexible document management across teams.
