Our Google drive integration enables you to integrate your Benchmark CRM account with Google Drive to import documents specific to the contact/leads record. Google drive being conventional and accessible from anywhere, in turn, becomes very handy to save your files like .doc, .ppt, .pdf, image files, etc. With the Benchmark CRM and Google Drive integration, you can directly pull these files in the document tab of each record (contacts/leads). Please follow the below steps to integrate your Google Drive with Benchmark CRM.
Note: You can import common file types like: .doc, .csv, .xls, .pdf and image files. This integration imports real files.
If you have any questions regarding your Benchmark CRM and Benchmark Email integration, please contact our support team vía Email or Chat.