Direct Upload of files to Google Drive:

Hugo Sandall
Hugo Sandall Posts: 17

I need urgently to be able to upload client files directly to Google Drive.  It seems that I have to download the files first and then upload to G-Drive or am I missing something?

I want to activate Zapier to upload from PD to G-D when a deal gets to a certain stage, EG "Completed"

Any thoughts here?

 

 

 

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2021 #2

    @Marcelo Silva You're a bit of a wiz with Zapier, any suggestions for @Hugo Sandall  here? 😉

    We do have API endpoints for files, but I'm not aware if Zapier supports them.

     

     

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited August 2020 #3

    Oi Inês! Eu tento :D

    Nas configurações do Pipedrive você pode subir automaticamente os arquivos que você sobe no negócio, pessoa ou organização.

     

    Ele pode até mesmo compartilhar automaticamente com todos usuários do Pipedrive e criar uma pasta do Pipedrive para organizar melhor.

    image

     

     

    Minha dúvida, você quer subir no drive arquivos que o cliente te manda por e-mail e chegam até o pipedrive como na foto abaixo?

     

    Se sim me diga qual seu servidor de e-mai. Se for Google é bem fácil de resolver.

     

    image
  • Hugo Sandall
    Hugo Sandall Posts: 17
    edited August 2020 #4

    Hello and thank you!

    I would like the "files" (6 PDF's approx) in a "deal",  to "upload" to a Google Drive "folder" once the deal reaches the end of it's life, EG the last stage. 

    That is so my client can access the completed files for their records via a shareable link.

    I hope I have explained that OK

    Thank you again  :-)