Google Workspace Integration
Section: Integrations & AI
URL:/admin/google_workspace
Page title: Google Workspace
Overview
The Google Workspace integration embeds Google Docs, Sheets, Forms, Slides, and Drive directly into the CRM. Staff can create, browse, and collaborate on Google documents without leaving the platform, and link Google files to CRM records.
Business value
Brings collaborative document editing into the CRM workflow so proposals, reports, meeting notes, and shared drives are accessible in context — linked to the relevant client, project, or contract.
- Who uses it: All staff who use Google Workspace for collaboration
- Key benefit: No more "where is that document?" — Google files are linked to CRM records and accessible without switching apps.
- Metrics it influences: Document collaboration speed, version control incidents, context-switching overhead
Typical use cases:
- Account manager opens a client's Google Sheet report directly from the client record in CRM
- Sales team creates a Google Slides pitch deck linked to an opportunity
- Operations stores project documentation in a Google Drive folder linked to the project record
- Marketing manager embeds a Google Form into a CRM lead capture flow
Accessing this module
From the admin sidebar, navigate to Google Workspace, or open the URL directly:
/admin/google_workspace
Supported Google services
| Service | What you can do |
|---|---|
| Google Docs | Create, browse, and open text documents |
| Google Sheets | Browse and embed spreadsheets |
| Google Forms | View and link forms for data collection |
| Google Slides | Browse and present slide decks |
| Google Drive | Navigate folder structures and access shared drives |
Setup
- Authenticate — connect your Google account via OAuth2 at
/admin/google_workspace/settings. - Grant permissions — allow CRM to read and write to Google Drive, Docs, Sheets, Forms, and Slides.
- Browse files — once connected, navigate Google Drive folders from within the CRM.
- Link to records — attach Google files to client records, projects, contracts, or opportunities.
Common actions
- Connect Google account — OAuth2 authentication in settings.
- Browse Drive — navigate folder structure at
/admin/google_workspace/drives. - Open Docs — create or open Google Docs at
/admin/google_workspace/docs. - Open Sheets — browse and open spreadsheets at
/admin/google_workspace/sheets. - Open Slides — access presentation files at
/admin/google_workspace/slides. - Open Forms — view and link Google Forms at
/admin/google_workspace/forms.
Link Google files to CRM records (clients, projects, contracts) rather than sharing links in email — the file is always accessible in context from the record without searching inboxes or Drive, and access follows CRM permissions.
Connecting Google Workspace requires OAuth2 authentication per individual user — each staff member must connect their own Google account. Admin credentials do not grant access to another user's Drive or documents.
Source: crm-connect-main/app/modules/google_workspace