Google Drive

Google Drive is a free file storage and synchronization service where users can store, sync, share, and access files across multiple devices. 

This pre-installed integration allows you to link files to notes and deals and instantly access the most recent file version.


You need a Google account to connect it to OnePageCRM.


1
Open a contact → click on the + Note, + Call, + Meeting or + Deal below the Next Action window → complete Note/Deal required fields and details.

Add note, call, meeting or deal


2
Attach your file by clicking on the Google Drive icon.

Google Drive icon


3
Sign into your Google Account in the pop-up window → click Allow OnePageCRM access to your Google Account.

Allow access to Google


4
Select the file you wish to attach → click Select.

Select file


5
Once all files are attached and all details have been added → click Save.

Save note


You can remove a file from the note or deal, by hovering over the file and clicking on the bin icon.

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