NetHunt CRM integration with Shared Drives works both in the Gmail extension and in the web application. You can link files to a contact, company, deal, support case, or any other record in the CRM folders that you create for yourself.
To link Shared Drives files in NetHunt CRM:
Locate the CRM record you’d like to link the files to, navigate to the Timeline and choose Files:
Click on Add Files > Shared Drives, and log in to your Shared Drives account. Pick the file you’d like to link and hit Select:
The file is now linked and is visible in the record’s Timeline! If you click on it, it will open in the new tab:
To unlink the file:
Hover over the file in the Timeline and click on the Close button:
Confirm the action by clicking Unlink:
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