Folder Drive
How can I attached drive folder to a deal?
Comments
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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.
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Inês Batata said:
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?0 -
Inês Batata said:
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?0
