There are many reasons why you might need to associate Google Drive files to a record. Maybe you have an onboarding plan Google Doc you use to keep the client engaged; maybe you have a demo Google Slides presentation you want to introduce; or maybe you track goals with a client in a Google Sheet.
You can associate all these file types to a record through our integration with Google Drive. You can pull files or file folders from your individual Drive or Team Drive. That way any user with visibility into the record can access the docs.
Associate Google Drive files with a ProsperWorks contact
- Sign into your ProsperWorks account, and select the record type from the left-hand menu.
- Click the name of the record from the records landing page. In this case, we'll click 'Dwight Schrute' from the list of people records.
- On the right-hand side of the record profile page, click the '+' icon to the right of 'Files.'
- Choose 'Link to Google Drive' from the menu that appears:
- Click the name of a Google Drive File to associate multiple docs/sheets/slides to a ProsperWorks record, or click the name of an individual record.
- Click 'Select' when you're done.
- Navigate back to the record's profile page in your ProsperWorks account to see your file or folder attached: