Google Drive + Close Integration

Sales teams often struggle with keeping track of and organizing documents related to sales opportunities, like proposals or contracts. They need a seamless way to store and retrieve relevant documents from their CRM to avoid losing or misplacing important files.

Project managers face challenges in ensuring that all project-related files are stored in one accessible place. When using Close for communications, it can be hard to manually upload and organize project documents in shared drives.

Customer support agents often need quick access to documentation or knowledge base articles while handling customer tickets in Close. Without an easy way to link these resources from Google Drive, response times can suffer.

Marketing teams need to regularly update creatives and marketing collateral, and these updates must be reflected accurately across platforms. Syncing updated assets with Close ensures the sales team always has the latest materials.

Small business owners frequently handle multiple processes and need a streamlined way to manage contracts and invoices. They require a reliable method to back up and organize files generated during sales activities.