Folder Drive

Alberto Malerba
Alberto Malerba Posts: 3
edited July 24 in Sales CRM #1


How can I attached drive folder to a deal?

Comments

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

    Hi @Alberto Malerba !

    The best way to do this is to sync your Pipedrive account with Google Drive and choose the option to let it create a dedicated folder. See here how to do that: Syncing with Google Drive.

  • David Carruthers
    David Carruthers Posts: 2
    edited March 2021 #3

    Hi @Alberto Malerba !

    The best way to do this is to sync your Pipedrive account with Google Drive and choose the option to let it create a dedicated folder. See here how to do that: Syncing with Google Drive.

    Hello @Inês Batata, the link that you provided doesn't give enough detail of how to do this? I have a similar query to @Alberto Malerba. Can you help?

    We have numerous deals with the same company but those deals contain lots of other files such as excel,word etc. In google drive this becomes very cluttered in one single folder which is by default (pipedrive) named after the customer company name. Is it possible to create a folder by deal?

  • David Carruthers
    David Carruthers Posts: 2
    edited March 2021 #4

    Hi @Alberto Malerba !

    The best way to do this is to sync your Pipedrive account with Google Drive and choose the option to let it create a dedicated folder. See here how to do that: Syncing with Google Drive.

    Hello @Inês Batata, the link that you provided doesn't give enough detail of how to do this? I have a similar query to @Alberto Malerba. Can you help?

    We have numerous deals with the same company but those deals contain lots of other files such as excel,word etc. In google drive this becomes very cluttered in one single folder which is by default (pipedrive) named after the customer company name. Is it possible to create a folder by deal?