To integrate Google Drive with Zendesk Sell, you need to install the Google Drive for Sell app from the Zendesk marketplace. Once installed, the app should automatically redirect you to Sell. If it doesn't, you can manually navigate to the Sell sidebar, click the Settings icon, and under Integrations, click Apps. In the My Apps section, locate Google Drive for Sell and click Update. You'll then need to sign in to your Google account and allow Sell access to your account. After these steps, Google Drive will be available on your Deals details cards, allowing you to create folders and attach files to deals. For more details, visit theoriginal link.
Yes, you can use Google Drive folders for each deal in Zendesk Sell. Once you've integrated Google Drive with Sell, you must create a separate Google Drive folder for each deal. These folders and their files will be displayed on the deal details…
To install the Google Drive for Sell app, first, visit the Zendesk marketplace and find the app. Once you click to install, it should redirect you to Sell. If it doesn't, go to the Sell sidebar, click the Settings icon, and under Integrations,…
Yes, you need a Google account to use Google Drive with Zendesk Sell. During the integration process, you'll be prompted to sign in to your Google account. If you don't have one, you'll need to create it to proceed with the integration and allow…
Currently, the integration primarily supports using 'My Drive' for attaching documents to deals in Zendesk Sell. While Shared Google Drive folders are not directly integrated, this feature is important for many teams. As of now, there are no…