Storage integration

Attach Google Drive and OneDrive fileswithout re-uploading them

The drive integration lets your team attach files that already live in Google Drive or OneDrive to records in CRMLeaf, instead of downloading and re-uploading copies. The document stays in its original location; CRMLeaf just references it.

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Built in

  • Attach a file from Google Drive or OneDrive directly to a record
  • No download/re-upload round trip - the file stays where it lives
  • Per-company OAuth, configured by an Administrator only
  • Distinct from CRMLeaf's own file storage (local or S3)
How it works

How it works

  1. 01

    Enable module

    Turn on the Drive Integration add-on module for your account.

  2. 02

    Authorise drive account

    An Administrator authorises the connection to Google Drive or OneDrive via OAuth, per company.

  3. 03

    Attach file to record

    Anyone can now attach a file already in that drive to a project, lead or other CRMLeaf record.

  4. 04

    File available from the record

    The file opens from CRMLeaf but stays stored in its original drive location.

What to know

How it's different from CRMLeaf's own storage

Not the same as account storage

This is separate from where CRMLeaf keeps its own uploaded files, which is configured under storage settings (local or S3).

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Permissions stay in the drive

Access to a file still depends on the permissions set in Google Drive or OneDrive - CRMLeaf doesn't mirror or override them.

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Use an org-owned account

If the connected drive account belongs to an individual who leaves, the connection and access can break - prefer an account or shared drive the organisation owns.

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01

Where this is used

Attaching files held in Google Drive or OneDrive requires the Drive Integration add-on module, connected by an Administrator. It's used for generic record attachments - for example, site photographs attached to a project record.

File Manager
Projects
Per-company OAuth
Add-on
FAQ

Frequently asked questions

Related

Explore further

File Manager

Where attachments live in CRMLeaf

Tally

Accounting sync (India)

Public API (mTLS)

Machine-to-machine access

All integrations

Every CRMLeaf integration

Stop re-uploading the same files

Connect Google Drive or OneDrive and attach files to CRMLeaf records right from where they already live.

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