Zoho CRM 2 Google Drive - Installation Guide

Zoho CRM 2 Google Drive - Installation Guide

To install the extension

  1. Go to Setup > Marketplace > All.
    Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively.

  2. Go to All Extensions, and browse for and click Zoho CRM 2 Google Drive.
    The details about the extension will be available.

  3. Click Install.

  4. In the following screen, check the Allow marketplace vendors to contact me regarding product offers and promotions and click Install.

  5. Click Continue on the following page.

 

 

 

 

 

 



  1. Click “Install for all users” and click Confirm” in the following page.




  1. For the payment options, you can either proceed with instant payment or continue with a 10-day free trial.


  2. Once the payment information is set up, your Zoho CRM 2 Google Drive extension will have successfully been installed !

    And now, for the set up!



Google Drive Module Settings  

Authorizing the widget 

Once your widget (The Zoho CRM 2 Google Drive Extension) is installed, the next step is linking your Zoho CRM to your Google Drive by authorising the widget.

  • Click on the Google Drive Settings module from the menu panel.


  • Click Authorize  

  • Once Authorise is clicked, the browser will redirect you to log in with a Gmail account. After logging, click Allow to grant permission to the drive.

  • The browser will then redirect to the following page. Click Finish to proceed with the next step.

  • Then, to finalise the authentication process, Click Next.




With that, your Setup is all done !
Now, The Zoho CRM 2 Google Drive extension (widget) in all its glory, is ready to start streamlining your Lead & Deal processes, and help cut down on all that tedious admin work !

If you find any difficulty in using the extension or having any specific queries regarding it, give our Zoho CRM 2 Google Drive User Guide a read !


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