Using Google Drive Folders for Deals in Zendesk Sell
Can I use Google Drive folders for each deal in Zendesk Sell?
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 card, making it easy to manage and access documents related to each deal directly from Zendesk Sell.
More related questions
How do I integrate Google Drive with Zendesk Sell?
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…
What are the steps to install Google Drive for Sell app?
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,…
Do I need a Google account to use Google Drive with Zendesk Sell?
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…
Is it possible to use Shared Google Drive folders with Zendesk Sell?
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…
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