What the Google Drive Integration Does:
- Connects your Google Drive account directly to Leadzier
- Lets you upload contracts, images, and files from any lead record
- Two-way sync: files saved in Drive show in Leadzier, and vice versa
- Organizes files by lead or campaign for easy access
- Eliminates messy desktop folders, manual uploads, and lost docs
Why It Matters:
Whether you're storing signed contracts, before/after photos, or estimate PDFs — your files should live where your leads do. With Google Drive connected to Leadzier, every document is tied to the deal it belongs to. No more guessing where something was saved. No more hunting through folders. Just easy, automatic file management built right into your CRM.
Who It’s For:
- Wholesalers storing signed offers and assignment contracts
- Contractors managing job photos, estimates, and invoices
- Agencies handling client documents across campaigns
- Operators who want clean, cloud-based file storage for their leads
How It Works:
- Step 1: Go to Settings → Integrations → Google Drive
- Step 2: Sign in and authorize Google Drive access
- Step 3: Choose your folder structure (by lead, campaign, or status)
- Step 4: Upload files manually or sync them automatically
- Step 5: Access all synced files from inside each lead profile
Bonus Features:
- Auto-save signed DocuSign files directly to Drive
- Store campaign PDFs, images, and CSV exports by project
- Attach files to automated outreach emails (like estimates)
- Use Drive as a team-shared file system — without leaving Leadzier
- All files accessible from mobile, tablet, or desktop via the Drive app
