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Frequently Asked Questions aero-right Integrations aero-right Benchmark CRM and Google Drive Integration

Benchmark CRM and Google Drive Integration

Integrations Updated on May 17, 2019

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.

  1. Log into your Benchmark CRM account.
  2. Click on the Menu Dashboard.
  3. Select Contacts, Leads or Opportunities.
  4. Open the record by clicking on the name of the record.
  5. This will open the record details page. Scroll down to the bottom of the page and click on Messages and select Documents.  
  6. Click the Google Upload button.
  7. Authorize Benchmark CRM to access the files.   
  8. A one-time authorization is required from your end to provide access. You can now grab the real files from your Google Drive into Benchmark CRM.

Note: You can import common file types like: .doc, .csv, .xls, .pdf and image files. This integration imports real files.

Benchmark CRM also allows to sync data from Google Forms and Google Contacts.

If you have any questions regarding your Benchmark CRM and Benchmark Email integration, please contact our support team vía Email or Chat.

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