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Zoho Apps Integrate Google Docs

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Summary:

We have many Google & Google Apps users using Zoho Apps. We previously integrated Google Apps & Zoho at the sign-in level and now we are extending this to the applications. Today, we are announcing the integration between Google Docs & Zoho Apps. Below are the four key integrations.

  • Google Docs users can now attach files from Google Docs to Zoho CRM. This is supported in multiple modules (like Leads, Accounts, cases etc) of Zoho CRM
  • While composing emails in Zoho Mail, users can attach files directly from Google Docs
  • While Zoho Docs is an alternative to Google Docs, users have an option to upload files from Google Docs to Zoho Docs
  • Files from Google Docs can now be attached directly in Zoho Projects, our project management app
This presentation summarizes the integration.



Below are the details of our integration


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We previously integrated Zoho and Google at Sign-on level (for both Google & Google Apps) and now, we are taking the integration to the application level.

Following a series of updates, Google Docs is now integrated with Zoho Applications - Zoho CRM, Mail, Docs & Projects. Let us look at each of these integrations in detail.


Zoho CRM & Google Docs Integration

Several Google Apps users use Zoho CRM. They use Gmail and Google Docs along with Zoho CRM. Integration with Google Docs allows you to attach documents from Google Docs to several modules in Zoho CRM like Leads, Contacts, Cases etc. When you try to attach a document from Google Docs, you'll be prompted to authenticate using your Google credentials (using oAuth). Once done, your documents from Google Docs are listed. 


Note that you have options to view all files or by type. You can also search for documents in the dialog. This 'Attach from Google Docs' dialog is consistent with 'Attach from Zoho Docs' option we already have in our applications.


Attached documents can be viewed using the respective Zoho applications.  



Attach Google Docs in Zoho Mail 

When you compose an email in Zoho Mail, we previously provided an option to attach documents from Zoho Docs. We are now extending this functionality to Google Docs as well. This means, while composing an email in Zoho Mail, you can attach files directly from Google Docs. 




Upload files from Google Docs to Zoho Docs

Zoho Docs is a central document repository for all types of documents. We added an option to upload files directly to Zoho Docs from Google Docs.


We currently have a limit to upload only 5 files at a times. We plan to remove this restriction going forward. 


Attach files to your Projects from Google Docs

Zoho projects is another business application used by Google Apps users. We recently launched Zoho Projects for Google apps and we provided this same option to attach documents from Google Docs to the Documents module in Zoho Projects. 


We believe Google Docs integration with several Zoho Apps will provide seamless experience for users who use both Zoho and Google Apps. We will to continue to integrate Zoho Apps with Google.

 

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