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Storage

Google Drive + AutomateNexus CRM

Attach Drive files to records and the client portal.

Integrations — native connectors for communications, social, calendars, video conferencing, payments and AI providers
What you can do

Google Drive, wired into your pipeline.

  1. 01

    Files from Google Drive, on the record

    Pick files straight from the file picker and attach them to contacts, deals, and projects.

  2. 02

    Shared to the portal

    Attach a file once and share it to the client portal.

  3. 03

    No duplicate uploads

    Files stay where they live; the CRM keeps the link.

How it works

Connected in three steps.

  1. Step 01

    Connect Google Drive

    Authorize under Settings → Integrations → Storage.

  2. Step 02

    Pick files

    Use the picker from any record or project.

  3. Step 03

    Share

    Publish to the portal or a proof for approval.

Under the hood

Built to be left alone.

  1. Native connector

    Google Drive is connected with OAuth and maintained by us.

  2. Automations

    Google Drive activity can trigger agents and automations the moment it happens.

  3. No code

    Authorize, choose defaults, and go — no developer required.

Your turn

Put Google Drive to work.

Start your 7-day free trial and connect Google Drive on day one. No credit card, no middleware.