Google Drive
Stop hunting for files, they're right where you need them. Copper's Google Drive integration allows you to sync Google Drive files with Copper records and contacts.
How do you sync Google Drive with a CRM? With Copper CRM, it's easy.
Stop hunting for files, they're right where you need them. Copper's Google Drive integration allows you to manually or automatically sync Google Drive files with Copper records and contacts.
- Manually or automatically attach files and Google Drive links from Gmail or Calendar to their respective records. You won't need to worry if your team remembers to upload files — and if a team member leaves, every file will be accounted for.
- Surface files across your person, company and opportunity records. No need to open multiple tools to see all your files; you can record exactly what was sent, and to whom, without losing track amongst many sales calls and sometimes months-long sales cycles.
- Attach files from Copper directly to your emails in Gmail. Copper makes suggestions based on files you commonly attach to emails, eliminating the hunting and pecking you used to do.
To get started, head into Copper and click Settings > Integrations. Find the Google Drive tile and click “Connect.”
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Frequently asked questions
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Chat with support.
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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