Google Drive Integration in Media Storage

This guide covers the process of connecting Google Drive with CRM’s Media Storage. By setting up this integration, you can effortlessly sync files, organize media more effectively, and keep all your files in one centralized location. Discover how to configure the integration and optimize your workflow.

What is the Google Drive Integration?

The Google Drive integration lets you link your Google Drive account with CRM’s Media Storage, allowing seamless file syncing and access directly within the CRM platform. With features like file organization, previews, and folder management, this integration streamlines media file management for greater efficiency.

Benefits of Integrating Google Drive

• Centralized File Management: Access and manage all your media files, including CRM documents, funnel assets, and Google Drive files, from one platform.
  
  
• Enhanced Productivity: Changes made to files in Google Drive automatically sync to CRM, eliminating the need for manual uploads or repetitive tasks.
  
  
• Unified Storage: Organize files into folders, preview media, and manage your files seamlessly across both platforms.
  
  
• Increased Flexibility: Access and manage your files from your CRM or Google Drive with ease.

How to Integrate Google Drive to Media Library

Step 1: Connect Your Google Drive

1. Navigate to the Media Storage section in CRM.
   
   
2. Click on Connect Google Drive in the top-right corner of the Media Library.
   
   
3. Follow the on-screen prompts to log in to your Google Drive account.
   
   
4. Grant access to CRM when prompted.

PLEASE NOTE: Once you have successfully connected your Google Drive account, you will see a number appear where the integration button used to be showing how much space you are currently occupying in your Google Drive account.

Step 2: Access Google Drive Files

• Once connected, click on the Google Drive icon or select Google Drive from the dropdown menu in the Media Storage.
  
  
• You will see your Google Drive files and folders displayed alongside CRM’s native media files.

Notes and Limitations

• Two-Way Sync: Any changes to files in Google Drive, such as uploads or deletions, will reflect in CRM.
  
  
• Rename and Delete Restrictions: You cannot rename or delete files in Google Drive directly from CRM. These actions are disabled to protect your Google Drive data.
  
  
• Folder Creation: You can create folders and upload files in both the root directory and subfolders.

Frequently Asked Questions

Q: Can I rename or delete Google Drive files from CRM?
No, renaming or deleting Google Drive files from CRM is disabled to protect the integrity of your files.

Q: How often does the sync occur?
The sync happens in real-time. Any changes made in Google Drive will be instantly reflected in CRM’s Media Storage.

Q: Can I organize Google Drive files within CRM?
Yes, you can drag and drop files, create folders, and organize your Google Drive files within CRM’s Media Storage.

Q: Are files stored in CRM or Google Drive?
Files remain stored in Google Drive, but CRM provides an interface to access and manage them seamlessly.

With Google Drive integration, handling your media files is effortless. Simplify your workflows, keep all your files in one place, and benefit from seamless synchronized storage. Need help? Explore our knowledge base or reach out to support!