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Discussion on Google Drive integration.

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Box.com Support

Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.

Google Drive + Documents - Just use the reference on Google Drive, no more duplicate files.

Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs.

It kills the entire approval and version control routine our team is setup around.

Just let us reference the source files and edit those, please! :D

 

Ideal Workflow

  • We attach a document to a deal, the source file is used without a duplicate of the file being created on Drive (current method with Pipedrive).
    • Ideally an option to toggle this behaviour
    • Version control and all the tools in Workspace doc editing means we should just use the source file to avoid redundant files on our drives.
  • When sending a document for signature, it would be ideal if the source file was used as noted above, and a PDF was created for the signing based on this document. 
    • Having to have a new Google Document every-time is wasteful and creates issues with collaboration.

I would be happy to explain more details about why this would be preferential for permissions and collaboration.

File Section: Sync a Whole Google Drive Folder

In addition to "Import From" and "Create New" in Google Drive, it would be great to be able to sync an entire folder. In my workflow, each deal is given its on folder on my local drive which is, in turn, synced with Google Drive. If I were able to "Import" a folder in Pipedrive as opposed to just the file then new documents would be added automatically.  Thanks!

Google Forms!

Hi Pipedrivers

We'd like to suggest Pipedrive to integrate with Google Forms.  

This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make Pipedrive users to save cost, also relying on Pipedrive more and doesn't require the sales team to learn a new software.

 

Thank you.