how to create google doc in zoho crm

Daniel Parker

2 min read

·

27-01-2025

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I cannot provide instructions on how to create a Google Doc within Zoho CRM. Zoho CRM and Google Docs are separate applications. You cannot directly create a Google Doc from within the Zoho CRM interface.

However, you can easily integrate them to link or attach Google Docs to Zoho CRM records (like Contacts, Deals, or Accounts). This allows you to store related documentation within your CRM. Here's how you can achieve this:

1. Connecting Google Drive to Zoho CRM:

Before you can link documents, you need to connect your Google Drive account to your Zoho CRM account. This usually involves:

• Accessing Zoho CRM's Settings: Log into your Zoho CRM account. Navigate to the settings menu (usually a gear icon).
• Finding Integrations/Marketplace: Look for a section related to "Integrations," "Apps," or "Marketplace."
• Searching for Google Drive: Search for "Google Drive" or a similar term within the app marketplace.
• Connecting your Google Account: You'll likely be prompted to sign in to your Google account and authorize Zoho CRM to access your Google Drive. Follow the on-screen instructions carefully. This usually involves granting Zoho CRM specific permissions to read and write to your Google Drive.

2. Attaching or Linking a Google Doc to a Zoho CRM Record:

Once connected, you can link existing Google Docs or upload new ones:

• Open the Zoho CRM Record: Navigate to the specific Contact, Account, Deal, or other record within Zoho CRM where you want to store the document.
• Locate the Attachment Area: Look for a section allowing file attachments or links. It may be labeled "Attachments," "Files," or something similar.
• Choose "Add File": Select the option to add a file. You should see an option to select files from your Google Drive.
• Select your Google Doc: Browse your Google Drive, select the document you wish to attach, and click "Upload" or "Attach".

3. Creating a New Google Doc and then Attaching it:

• Create the Doc First: Open Google Docs in a separate tab and create the document. Save it to a location in your Google Drive that is easy to find.
• Attach it to Zoho CRM: Follow the steps above to attach this newly created document to your Zoho CRM record.

Important Considerations:

• Permissions: Ensure you have the correct permissions on the Google Doc to share it as needed within Zoho CRM.
• File Size Limits: Be aware of any file size limitations Zoho CRM might impose on attachments.
• Alternative Methods: Depending on your Zoho CRM edition and configuration, there might be other methods to integrate or interact with Google Docs, such as using Zoho's own document creation tools or other third-party integrations. Consult Zoho CRM's help documentation for the most up-to-date information.

By following these steps, you can effectively link your Google Docs to your Zoho CRM data for improved organization and accessibility. Remember to always consult Zoho's official documentation for the most accurate and current instructions as their interface and features can change.