Google Drive Integration

Is it possible to maintain the files from People > Company > Opportunity? For example, if I am linking a Google Doc in a Company, I want that same Google doc to be linked to the "Opportunity" of that company and to the "People" that are linked to that company. 

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1 Comments

  • Hi Lisa,

    Natively, files uploaded are specific to each individual record. However, our API documentation includes some information around automating files to be related to certain records. You're welcome to explore this documentation to possibly create a custom automation!

     

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