Google Drive CRM — Files Where Your Customer Data Lives
Stop emailing Drive links and pasting them into CRM notes. Connect Google Drive once, then attach files directly to any lead, deal, or contact. File version updates sync automatically to CRM.
Understanding the Problem
Sales teams keep contracts, proposals, and reference materials in Google Drive but track customers in CRM. When you need a file for a specific customer, you either dig through Drive folders or rebuild the link in CRM notes. TeknoVesta's Drive integration bridges them: each CRM user connects their own Google account via OAuth, then files can be attached to records with a click. File metadata (name, modified date, owner) syncs automatically.
Core Modules
Per-User OAuth
Each CRM user authorizes their own Google account. No shared service accounts, no admin-level workspace integration.
Attach Files to Records
In any lead/deal view, click "Attach from Drive" to browse and link files. Multiple files supported per record.
Folder Sharing for Customers
Generate customer-facing Drive folder links for proposals or deliverables. Share permissions managed in CRM, applied to Drive.
Version Tracking
When a Drive file is modified, CRM activity log records the change. Sales reps see "proposal v3 uploaded by Mehmet" in lead timeline.
KVKK & GDPR Compliance
OAuth tokens encrypted in EU region. Customer files inherit Drive permissions; CRM does not store file content, only links.
How It Works
Connect Google Drive
In user profile, click "Connect Drive". Standard OAuth flow.
Authorize Access
Sign in, review permissions (read/write to your Drive), click Allow.
Attach to Record
Open any lead or deal. Click "Attach from Drive". Browse your Drive folders, select files.
Files Linked
Files appear in record sidebar. Click to open in Drive (new tab). Activity log records attachment.
Manage Permissions
For customer-facing files, generate shareable Drive links from within CRM.
Key Benefits
One Place for Customer Files
Every file relevant to a customer is visible from their CRM record. No more "which folder is the proposal in?"
Free Gmail & Workspace Both Work
Standard Gmail accounts (15GB free) and Google Workspace (paid) both supported. Mixed teams handled identically.
No File Duplication
Files stay in Drive, CRM holds links. No double storage cost, no sync conflicts.
Frequently Asked Questions
Does this work with Google Workspace shared drives?
Yes. Both personal Drive folders and Workspace shared drives are browsable through the CRM attachment picker.
Can I attach files I don't own (shared with me)?
Yes, as long as you have view access to them in Drive. CRM will respect Drive's permission model.
What happens if a Drive file is deleted?
The CRM link becomes a broken link, but the activity log entry remains. Audit trail of when the file was attached and when it was removed.
Ready to connect your tools?
Get in touch to see how TeknoVesta integrates with your existing systems.
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