Google Workspace module for Concord CRM
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  • πŸ™ŒGoogle Workspace module for Concord CRM
  • GETTING STARTED
    • ⚑Requirements
  • πŸ› οΈActivating the module
  • Google Console configuration
  • Concord settings configuration
  • HOW TO USE
    • Google Docs
  • Google Sheets
  • Google Slides
  • Google Forms
  • Google Drive
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Google Workspace module for Concord CRM

The Google Workspace Module integrates Concord CRM with Google’s suite of productivity tools, allowing seamless document management across Google Docs, Sheets, Slides, Forms, and Drive - directly from within the CRM.


πŸ”§ Features

πŸ“„ Create, View, Update, Delete Google Files/Docs/Sheets/Slides/Forms

Manage files across services:

  • Create new Google Docs, Sheets, Slides, and Forms with a single click.

  • View & Edit existing files via the Google web interface.

  • Delete files directly from the CRM interface.

πŸ“ Google Drive File Listing

Integrated Google Drive view:

  • List all files from your connected Google account.

  • View the file name and sharing status.

  • Search and filter files using keywords.

  • Shared files show a blue β€œView” button for quick access.

πŸ—‚ Access the most popular Google Services

Accessible under the Google Workspace menu:

  • Google Documents

  • Google Spreadsheets

  • Google Slides

  • Google Forms

  • Google Drive

Each section supports:

  • Listing documents

  • Sync documents

  • Opening, updating, and deleting documents

NextRequirements

Last updated 4 days ago

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