Home Benchmark Blog New Feature: Upload Files Directly from Google Drive

New Feature: Upload Files Directly from Google Drive

Paul Rijnders Paul Rijnders is the Product Strategy Manager for Benchmark Email, where his focus includes product development, research, technical writing, feature development, testing and launching of SaaS products and iOS apps that interact with our software via API. He is the human junction between the executive and marketing teams that request the product, the IT team that builds the back end, the design team that creates the front end, the content team that gives the product a voice and the eager sales and support teams who will eventually take delivery of the product. Paul is a product of the CSUF advertising program, He now rounds out his schedule teaching college level courses to multi-media undergrads on two California campuses.

November 3, 2017 < 1 minute

Are you an avid Google Drive user? Read on for our latest CRM software solution:

If you’re like us, you’ve seen the light and moved many of your company’s documents, files and images to Google Drive. It’s convenient because it’s in the cloud and accessible anywhere.

You’ll now be able to upload your Google files by clicking the Google Drive button in the documents tab on any record detail page. Sign in once, and you can grab your google files when you need them and attach them to your appropriate contacts, leads, opportunities, etc. so that you or your other users have the file handy in the CRM.

You can grab common file types: .doc, .csv, .xls, .pdf and image files. This integration grabs real files.

Author Bio:

by Paul Rijnders

Paul Rijnders is the Product Strategy Manager for Benchmark Email, where his focus includes product development, research, technical writing, feature development, testing and launching of SaaS products and iOS apps that interact with our software via API. He is the human junction between the executive and marketing teams that request the product, the IT team that builds the back end, the design team that creates the front end, the content team that gives the product a voice and the eager sales and support teams who will eventually take delivery of the product. Paul is a product of the CSUF advertising program, He now rounds out his schedule teaching college level courses to multi-media undergrads on two California campuses.