Google Workspace module for Concord CRM
The Google Workspace Module integrates Concord CRM with Googleβs suite of productivity tools, allowing seamless document management across Google Docs, Sheets, Slides, Forms, and Drive - directly from within the CRM.
π§ Features
π 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.
π 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 βViewβ button for quick access.
π 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
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