Google Docs Integration for RISE CRM

Name: Google Docs Integration for RISE CRM | GplPixel
Price: 249.00 INR
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Google Docs Integration for RISE CRM

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Original price was: Rs2,407.00.Current price is: Rs249.00.

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Categories: Membership, PHP Scripts, Scripts & Code Tags: add-ons, documents online, google api, google docs, google documents, modules, plugins, rise crm, rise plugins, writer, writing

Google Docs Integration for RISE CRM

Integration Google Docs with RISE CRM can significantly enhance your workflow and improve document management. Here’s a step-by-step guide on how to set up and use this integration effectively.

Benefits

Seamless Document Creation: Create documents directly from RISE without switching platforms.
Real-Time Collaboration: Collaborate with team members on documents in real-time.
Easy Document Storage: Automatically save important documents related to records.

Steps for

1. Set Up Google API Access

Create a Google Cloud Project:
- Go to the Google Cloud Console.
- Create a new project.
Enable Google Docs API:
- In the API library, search for "Google Docs API" and enable it.
Create Credentials:
- Navigate to the "Credentials" tab and create OAuth 2.0 credentials.
- Configure the consent screen and download the credentials file.

2. Connect RISE CRM with Google Docs

Authentication:
- Implement OAuth 2.0 flow to authenticate users with their Google accounts.
- Store access tokens securely for subsequent API calls.
API Integration:
- Use the Google Docs API to create, read, and update documents directly from RISE.

3. Implement Key Features

Document Creation:
- Add functionality to create new Google Docs linked to specific records (e.g., client proposals, reports).
Document Templates:
- Use pre-defined templates for consistency across documents. Allow users to select templates while creating documents.
Document Linking:
- Store links to Google Docs within RISE records for easy access.

4. User Interface

UI/UX Design:
- Integrate Google Docs functionalities into the RISE CRM interface. This could include buttons for creating documents, viewing documents, and editing documents directly within the CRM.
Notifications:
- Implement notifications for users when documents are created or updated.

Example Use Cases

Client Proposals: Create and send proposals directly from RISE CRM using Google Docs templates.
Meeting Notes: Generate meeting notes linked to client records automatically.
Reports: Compile and generate reports based on CRM data seamlessly.

Best Practices

Security: Ensure that user data is handled securely, and access tokens are managed properly.
Training: Provide training to users on how to utilize Google Docs integration effectively.
Regular Updates: Keep the integration updated with the latest features from Google Docs API.

Conclusion

Google Docs with RISE CRM can streamline your operations, improve collaboration, and enhance document management. By following the outlined steps, you can implement a robust integration that adds significant value to your CRM system.

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3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

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Regular Updates as of when available. Usually, updates are released daily.
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We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
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Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

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(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.