New improvement: Google Doc picker


Solve’s Add a link to a Google Doc activity helps centralize your resources in context with your Solve CRM records.

What’s new

We’ve added a new powerful search panel to the “Add a link to a Google Doc” activity, making it easier for you navigate through your Google Docs and Spreadsheets. Folders, visual previews and advanced search options help you quickly find the one you’re looking for.

Google Sheets CRM

The details

The new Google Doc picker works using Google’s new API. If you have yet to update your app permissions you’ll be prompted to do so when using the “Add a link to a Google Doc” activity in Solve. As the Google Apps admin, take a moment and follow this single step to update your domain now.