Integrate Google Docs with Workbooks CRM

Integrate Google Docs with Workbooks CRM

Event Management

Google Docs is a cloud-based productivity suite that enables your team to create, access and share documents online, from anywhere.

The Workbooks integration with Google Docs enables you to seamlessly create Google docs - including spreadsheets, word documents and presentations - from within Workbooks, and link these to specific records. Workbooks users can easily view, share and download Google Docs that relate to particular records within Workbooks, providing you with a single database from which to view your CRM records and Google Docs.

Users are also able to merge content from Workbooks records straight into a Google Doc by using simple merge fields. This provides you with the flexibility to create HTML templates for nearly every type of record, including a quotation document, a letter, or even orders and invoices.

To find out more about how you can integrate your Workbooks CRM with Google Docs, click here or here.

Account Types

Unfortunately, this capability is only possible if you have a paid Google Account, you are unable to access Google Docs with a standard Gmail account through Workbooks.