Storage
Google Drive + AutomateNexus CRM
Attach Drive files to records and the client portal.
GDAN
01What you can do
Google Drive, wired into your pipeline.
Files from Google Drive, on the record
Pick files straight from the file picker and attach them to contacts, deals, and projects.
Shared to the portal
Attach a file once and share it to the client portal.
No duplicate uploads
Files stay where they live; the CRM keeps the link.
02How it works
Connected in three steps.
01
Connect Google Drive
Authorize under Settings → Integrations → Storage.
02
Pick files
Use the picker from any record or project.
03
Share
Publish to the portal or a proof for approval.
Native connector
Google Drive is connected with OAuth and maintained by us.
Automations
Google Drive activity can trigger agents and automations the moment it happens.
No code
Authorize, choose defaults, and go — no developer required.
More Storage integrations
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