We’ve just released a feature that allows users to attach files from Dropbox and Google Drive to Clevertim CRM notes. This is in response to demand from our users for such integration.
To access the new functionality, just click on More options when adding a note. That should expand a dialog with more options that allows you to attach files from your local drive and now, it also allows you to pick a file from your Dropbox or Google Drive repositories.
When using it for the first time, you will be prompted to give Clevertim CRM permission to access your Dropbox or Google Drive files. Once you give access, you will be prompted to select the files you want to attach.
You can attach files in one of two ways:
Link to the file
This option, as the name suggests, just attaches the link to the file. It does not copy the file, so users can click on the link and always get to the latest version of the file that still resides in Dropbox or Google Drive. Users need to have permissions to access the Dropbox or Google Drive repository and this can be a problem.
Download and embed the file
This option essentially takes a snapshot of the file at that time and inserts it into Clevertim CRM. Any changes made to the file in Dropbox or Google Drive will not be reflected in Clevertim CRM (the CRM only has a snapshot at the time when the note is added). On the positive side, the users can see the file without having permissions to access the Dropbox or the Google Drive repository.
Let us know what you think of this feature.