Connect Google Drive to SkedX CRM to attach documents, proposals, and contracts directly to deal and contact records.
Browse your Drive from within the CRM, link files to sales activities, and keep all deal-related documents organized in one place.
What you get
- Browse and attach Google Drive files to CRM records
- Automatic folder creation per deal or contact
- File preview and quick access from CRM timelines
- Shared Drive support for team document management
- Document activity tracking (views, edits) on CRM timelines
Setup guide
How to get Google Drive working with SkedX CRM.
- Navigate to Settings > Integrations > Google Drive in SkedX CRM
- Click "Connect Google Drive" and sign in with your Google account
- Grant drive file read and write permissions
- Configure default folder structure for deals and contacts
- Set up automatic folder creation preferences
- Start attaching Drive files to CRM records
Questions
How do I connect Google Drive with SkedX?
Connecting Google Drive to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Google Drive in SkedX CRM; Click "Connect Google Drive" and sign in with your Google account; Grant drive file read and write permissions; Configure default folder structure for deals and contacts; Set up automatic folder creation preferences; Start attaching Drive files to CRM records. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Google Drive integration?
With the Google Drive integration you can: Browse and attach Google Drive files to CRM records; Automatic folder creation per deal or contact; File preview and quick access from CRM timelines. Everything stays in sync with SkedX CRM.
Is the Google Drive integration available now?
Yes — the Google Drive integration is available now as part of SkedX CRM, in the Storage category.
