Integrating Shared Drive with Pipedrive

This document outlines the process of integrating a company's shared drive with a Pipedrive account. This integration is crucial for seamless access to company templates and documents directly from Pipedrive, enhancing workflow efficiency.

Step 1

First, we’ll understand why this process is important. Let’s click on a deal.

Step 2

Next, navigate to the 'Documents' section where you might find an existing document or create a new one.

Step 3

By selecting 'Create New' and then 'From Cloud Storage.' You will see options to access 'Shared Drives' and 'Suassuna Global.'

Step 4

For instance, if creating a CCL document, you can search by typing 'CCL,", and choose a general template or one specific to your needs. This will generate a document, which will then be added to Pipedrive and also saved in the company's shared drive.

Step 5

To have access to all documents and templates like this, start by navigating to your profile. Click on your initials.

Step 6

Then select 'Tools & Apps.'

Step 7

From the left sidebar, choose 'Documents.'

Step 8

Please click on Add a new account and enter your company's username and password.

Conclusion

And that’s it! You’ve just learned how to integrate the company’s Shared Drive with your Pipedrive account. If you have any questions, please contact your direct supervisor.