Engine9

Developer:

Google

Plugin Features

About

Google Drive is a cloud-based storage service developed by Google that allows users to store, access, and share files online. It supports a wide range of file types, including documents, photos, videos, and more, which can be accessed from any device with an internet connection.

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Integrated with Google Workspace (Docs, Sheets, Slides), it enables real-time collaboration and editing. Users can organize files into folders, set permissions for sharing, and utilize robust search capabilities. Google Drive offers both free storage and paid plans for expanded capacity.

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Use this plugin to:

You can easily add files to any Engine9 contact.

This plugin fetches the files added for the CRM contact and files can be renamed and downloaded easily.

You can also organize the files with creating multiple nested folders for better file management.

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Shared Data

What data is shared between this plugin & engine9

Any type of data that represents an outbound communication, such as an email, text message, or digital ad.

Any type of data that represents a person, including about their origin, interaction, membership in segments, and donation history.

Any type of data that represents a donation or monetary gift. Common fields imported from ActBlue include: amount, timestamp, source code, referring page, recurring status, donor ID, refunds, and tandem amounts.

How to integrate this plugin:

Add contact files to Google Drive

Go to any contact in Engine9
In the right section, find Google Drive card.
Click Add file to Google Drive button
Authorise Google Drive and upload files to be stored in Google Drive for that contact
Add contact files to Google Drive

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View/Upload files to Google Drive from Engine9 Contact

Go to any contact in Engine9 CRM
In the right section, find Google Drive card.
Click Add file to Google Drive button
Authorise Google Drive and view files stored in Google Drive for that contact
Click download on any file to view the file content

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What we love and don't love so much

Why we value this plugin and things that are not so great.

Pros

We love Google Drive. It's a wonderful utility plugin that can help you import data or files into Engine9, or provide a convenient place to store exports, metadata, or anything else that doesn't fit neatly into our data structure.

Pros

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