When I edit a document in a Google doc will the changes be reflected in the attached document in CRM?
No. The documents that you attach and edit in Google Docs will not be reflected in the attached document in CRM.
Related Articles
Document Library within CRM
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...
Why is information from Google Ads not populating for the CRM records?
It could be possible that the Campaigns module is disabled in your CRM account. It is MANDATORY to have the Campaigns module enabled for proper functioning of Google Ads. However, note that information from GCLID will be populated even if the ...
I deleted a document from Google Docs. Will it be deleted from Zoho CRM also?
No. Your document will not be deleted from Zoho CRM if you delete it from Google Docs.
Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...
Can I sync one google contact folder with multiple CRM accounts?
No, you can sync only one google contact folder with one CRM account. The folders that are already associated with CRM accounts will be greyed out (screen below).