Google Drive

Google Integration Guide with Getfly CRM

Getfly CRM currently supports integration with Google applications, including Google Drive and Google Calendar.

To use the features connecting to Google Calendar and Google Drive, our application will require permission to access and manage data from these services. We ensure that only the necessary data is accessed to provide core application features, while safeguarding user privacy and data security.

For further details on how we handle data and permissions, please refer to the following links:

Privacy Policy: Getfly CRM Privacy Policy

Terms of Service: Getfly CRM Terms of Service

Google Drive Integration Google Drive is a cloud storage and file synchronization service by Google that allows users to store files, share them, and edit documents, spreadsheets, and more. Getfly CRM integrates with Google Drive as follows:

1. Integration Overview

The integration between Getfly CRM and Google Drive is two-way synchronization.

This integration allows users to:

Diversify data storage options.

Enjoy unlimited file size and format uploads (documents, customer files, task files, etc.).

Easily manage folders and files directly within Getfly: create/edit/delete folders; upload/edit/delete/preview files.

2. How to Connect Google Drive

2.1 Connection Steps

Connecting Google Drive involves 4 steps:

Step 1: Go to System Settings → Integration → Other Software Integration → select Google Drive → click Connect.

Step 2: Select the account you want to connect.

Step 3: Click Advanced → Visit Getflycrm.com.

Step 4: Once the connection is successful, return to the settings page.

System Display: Go to Documents → select Google Drive to view files on the system.

2.2 Disconnecting Google Drive

To disconnect Google Drive from Getfly, go to System Settings → Integration → Other Software Integration → select Google Drive → click Disconnect.

When disconnected, files previously uploaded from Google Drive will remain in the relevant sections (customer communication, task sections).

3. How to Upload Documents to Google Drive

3.1 From the “Documents” Section

Go to Documents → Google Drive → click Add New → select to Upload File or Create Folder.

Any file or folder created via Getfly in Google Drive will automatically sync with your Google Drive account (under "My Drive") and vice versa.

3.2 From Customer or Task Communication

When attaching a file, click Attach File → select Upload from Google Drive → choose your file and click Send.

4. Notes

Only one Google Drive account can be integrated per Getfly system.

Permissions for viewing, uploading, editing, and deleting files/folders on Google Drive via Getfly are managed through File Management permissions.

Once connected to Google Drive, the system will retrieve all files and folders from "My Drive", but not from shared files or folders.

5. Activity Logs

To view logs of actions performed on Google Drive, go to the "i" Logs section. Logged actions will include:

Folders: Created, renamed, deleted

Files: Renamed, deleted