Key Features:
📂 Two-Way Document Sync: Sync files and folders between Google Drive and SuiteCRM in real time.
🔗 Record-Level Attachments: Link Drive documents directly to SuiteCRM records such as Contacts, Leads, Accounts, Opportunities, and Cases.
📁 Auto Folder Creation: Automatically generate Google Drive folders based on CRM modules or record names for structured file storage.
🖱️ In-CRM Access: View, upload, and manage Google Drive files without leaving the SuiteCRM interface.
🔒 Permission Controls: Use Google Drive’s sharing settings to control document access while syncing with SuiteCRM.
🧩 Supports Custom Modules: Extend document sync to custom SuiteCRM modules effortlessly.
Benefits:
Centralizes document storage and access within the CRM
Improves team collaboration with shared access to up-to-date files
Eliminates duplicate file uploads and storage silos
Saves time by automating file organization and syncing
Ensures secure, cloud-based access to important documents anytime
Use Cases:
Sales proposals and contracts management
Support case documentation
Project collaboration files
Client onboarding documentation
Compatibility:
Works with SuiteCRM versions 7.x and 8.x. Fully compatible with Google Workspace and standard Gmail accounts.
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