Google Workspace Integration module for Perfex CRM - Google Spreadsheets & Google Docs

Description:

Our innovative module enables seamless two-way synchronization between Google Sheets, Google Docs, Google Forms, Google Slides, Google Drive and Perfex CRM, empowering you to Create, Edit, and Manage Spreadsheets / Docs / Slides / Forms / Drive Files effortlessly, right from your Perfex CRM dashboard.

Elevate your productivity to new heights with the cutting-edge Google Integration Module for Perfex CRM and its features: Seamless IntegrationInstantly sync data between Perfex CRM, Google Sheets, Google Docs, Google Forms, Google Slides and Google Drive ensuring your information is always up-to-date and accurate. Bi-Directional UpdatesMake changes in Google’s side or Perfex CRM and see those changes reflected in real-time on both platforms. Comprehensive ManagementCreate new Spreadsheets / Docs / Slides / Forms / Drive Files, edit existing ones, and manage your data without ever leaving the Perfex CRM interface. User-Friendly InterfaceEnjoy a sleek, intuitive design that makes managing your files a breeze. Enhanced CollaborationShare your synchronized Spreadsheets / Docs / Slides / Forms / Drive Files with team members, ensuring everyone stays on the same page. Permissions-basedAdmins can grant permission access or block specific Employees from accessing Spreadsheets / Docs / Slides / Forms / Drive Files through their admin area account. Staff members can request access from the file owners. When it comes to permissions and private files, access grant action is required and the process is automated (non-privs user is requiring access from the file owner). Automated WorkflowsReduce manual data entry and errors with automated synchronization, saving you valuable time and resources. Customizable SettingsTailor synchronization settings to match your unique business needs and workflow requirements. Fetch data manually or automatically through Cron Job of Perfex CRM.