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  3. File Storage Integrations

File Storage Integrations

Overview

AutomateNexus CRM integrates with cloud file storage services to allow you to attach documents, proposals, contracts, and other files to contact records, deals, and projects. By connecting Google Drive or Microsoft OneDrive, you can browse, select, and attach files directly from your cloud storage without downloading and re-uploading them. The integration also supports the embedded file picker interface for a seamless user experience. This guide covers the complete setup for each supported storage provider.

Prerequisites

Before configuring file storage integrations, ensure you have:

  • An active AutomateNexus CRM account with Administrator or Manager role permissions.
  • A Google Workspace or personal Google account (for Google Drive integration).
  • A Microsoft 365 or personal Microsoft account (for OneDrive integration).
  • Sufficient storage quota on your cloud storage account for the files you plan to manage.

Navigating to File Storage Settings

  1. Log in to your AutomateNexus CRM dashboard.
  2. Click Settings in the left-hand sidebar.
  3. Select Integrations from the settings menu.
  4. Click the File Storage tab at the top of the Integrations page.

Google Drive Integration

About Google Drive Integration

The Google Drive integration allows you to browse your Google Drive files and folders directly within AutomateNexus CRM. You can attach Drive files to contacts, deals, and tasks, share Drive links in conversations, and use the Google Picker for an intuitive file selection experience.

Connecting Google Drive

  1. Navigate to Settings → Integrations → File Storage.
  2. Click Connect next to Google Drive.
  3. A Google sign-in popup will appear. Select the Google account whose Drive you want to connect.
  4. Review the permissions AutomateNexus CRM requires:
    • View and manage files in your Google Drive.
    • View metadata for files in your Google Drive.
    • Connect to and create files in your Google Drive.
  5. Click Allow to authorize the connection.
  6. You will be redirected back to AutomateNexus CRM with Google Drive showing as connected.

Google Drive Configuration

After connecting, configure how Google Drive integrates with your CRM:

  1. Click Configure next to your connected Google Drive account.
  2. Set the following options:
    • Default folder: Select a Google Drive folder where AutomateNexus CRM will store files generated by the CRM (e.g., proposals, contracts, exports). If not set, files are stored in the root of your Drive.
    • Auto-create contact folders: When enabled, AutomateNexus CRM automatically creates a dedicated folder in Google Drive for each contact. All files attached to that contact are stored in their folder.
    • Folder naming convention: Choose how auto-created folders are named. Options include: {Contact Name}, {Company} - {Contact Name}, or {Contact ID} - {Contact Name}.
    • Shared drive support: If you use Google Workspace Shared Drives (formerly Team Drives), toggle this on to browse and store files in shared drives.
  3. Click Save Settings.

Using the Google Drive File Picker

The Google Picker provides a familiar interface for selecting files from your Drive:

  1. When attaching a file to a contact, deal, or task, click the Attach File button.
  2. Select Google Drive from the file source options.
  3. The Google Picker will open, showing your Drive files and folders.
  4. Browse or search for the file you want to attach.
  5. Select the file and click Select.
  6. The file will be linked to the CRM record. Depending on your settings, either a link to the Drive file is stored, or a copy is saved in your CRM-designated folder.

Google Drive File Picker Setup

To enable the Google Picker within AutomateNexus CRM, you may need to configure a Google Cloud project:

  1. Go to the Google Cloud Console at console.cloud.google.com.
  2. Select or create a project.
  3. Navigate to APIs & Services → Library.
  4. Search for and enable the Google Picker API.
  5. Navigate to APIs & Services → Credentials.
  6. Create an API Key for the Picker and optionally restrict it to the Google Picker API.
  7. Create an OAuth 2.0 Client ID for a web application. Set the authorized JavaScript origins to your AutomateNexus CRM domain.
  8. In AutomateNexus CRM, navigate to Settings → Integrations → File Storage → Google Drive → Picker Settings.
  9. Enter the API Key, Client ID, and App ID (your Google Cloud project number).
  10. Click Save Picker Settings.

Microsoft OneDrive Integration

About OneDrive Integration

The OneDrive integration connects your Microsoft 365 or personal OneDrive account to AutomateNexus CRM. It supports file browsing, attachment, and storage similar to the Google Drive integration, with the Microsoft file picker interface.

Connecting OneDrive

  1. Navigate to Settings → Integrations → File Storage.
  2. Click Connect next to Microsoft OneDrive.
  3. Sign in with your Microsoft account (personal, Microsoft 365, or Office 365).
  4. Review the permissions:
    • Read and write access to your OneDrive files.
    • View your basic profile.
  5. Click Accept to authorize.
  6. You will be redirected back to AutomateNexus CRM with OneDrive showing as connected.

OneDrive Configuration

  1. Click Configure next to your connected OneDrive account.
  2. Set the following options:
    • Default folder: Select a OneDrive folder for CRM-generated files.
    • Auto-create contact folders: Enable automatic folder creation per contact.
    • Folder naming convention: Choose the folder naming pattern.
    • SharePoint support: If your organization uses SharePoint document libraries alongside OneDrive, toggle this on to access SharePoint files through the integration.
  3. Click Save Settings.

Microsoft 365 Admin Consent

For organizational Microsoft 365 accounts, admin consent may be required:

  1. Your Microsoft 365 admin should navigate to the Azure Active Directory portal.
  2. Go to Enterprise applications.
  3. Find AutomateNexus CRM in the application list.
  4. Click Permissions and then Grant admin consent.
  5. Once consent is granted, all users in the organization can connect their OneDrive accounts.

Using the OneDrive File Picker

  1. When attaching a file to a CRM record, click Attach File.
  2. Select OneDrive from the file source options.
  3. The Microsoft file picker opens, showing your OneDrive files, recent files, and shared files.
  4. Browse or search for the desired file.
  5. Select the file and click Open.
  6. The file is linked to the CRM record.

File Management in AutomateNexus CRM

Attaching Files to Records

Files can be attached to various CRM record types:

  • Contacts: Attach contracts, proposals, ID documents, or any file relevant to a contact. Navigate to a contact record and click Files tab → Attach File.
  • Deals: Attach deal-related documents such as quotes, agreements, and purchase orders. Open a deal and click Files tab → Attach File.
  • Tasks: Attach reference materials or deliverables to tasks.
  • Projects: Attach project documents, briefs, and assets.

File Sources

When clicking Attach File, you can choose from multiple sources:

  • Upload from computer: Upload a file directly from your local device. The file is stored in AutomateNexus CRM internal storage.
  • Google Drive: Select a file from your connected Google Drive (link or copy).
  • OneDrive: Select a file from your connected OneDrive (link or copy).
  • From URL: Provide a public URL to a file. AutomateNexus CRM will fetch and store a copy.

File Storage Preferences

Configure global file handling preferences:

  1. Navigate to Settings → Integrations → File Storage → General Settings.
  2. Set the following options:
    • Default storage: Choose where uploaded files are stored by default: Internal (AutomateNexus CRM servers), Google Drive, or OneDrive.
    • Link vs. Copy: When attaching a file from cloud storage, choose whether to store a link (pointer to the original file) or a copy (duplicate stored in the CRM). Links save storage but require the original file to remain accessible.
    • Maximum file size: Set the maximum allowed file size for uploads. Default is 25 MB. Enterprise plans support up to 100 MB.
    • Allowed file types: Restrict which file types can be uploaded (e.g., allow only PDF, DOCX, XLSX, PNG, JPG). Leave blank to allow all types.
  3. Click Save.

Document Generation

AutomateNexus CRM can generate documents using templates and store them in your connected cloud storage:

  1. Navigate to Tools → Documents → Templates.
  2. Create or select a document template (e.g., proposal, contract, invoice).
  3. When generating a document from a contact or deal record, AutomateNexus CRM will:
    • Merge CRM data into the template.
    • Generate a PDF or DOCX file.
    • Store the file in your designated cloud storage folder.
    • Attach the file link to the relevant CRM record.

Testing File Storage Integrations

  1. Test file attachment: Navigate to a contact record, click Files → Attach File, and select a file from your connected cloud storage. Verify the file appears in the contact files list.
  2. Test file picker: Ensure the Google Picker or OneDrive Picker opens correctly and displays your files.
  3. Test auto-folder creation: If enabled, create a new contact and attach a file. Check your cloud storage to verify a folder was created with the correct naming convention.
  4. Test document generation: Generate a document from a template and verify it is saved to the correct cloud storage location.
  5. Test file access: Click on an attached file link in a CRM record and verify it opens correctly in your cloud storage.

Troubleshooting

File Picker Not Opening

  • Ensure pop-ups are not blocked for the AutomateNexus CRM domain in your browser.
  • For Google Drive, verify the Google Picker API is enabled and the API key and Client ID are correctly configured.
  • Clear your browser cache and try again.
  • Try using a different browser (Chrome is recommended for best compatibility).

Google Drive Permission Denied

  • Verify the OAuth connection is still active. Navigate to Settings → Integrations → File Storage and check the status.
  • Reconnect Google Drive if the token has expired.
  • Ensure the Google account has access to the files and folders you are trying to browse.
  • For Shared Drives, verify that Shared Drive support is enabled in the configuration.

OneDrive Files Not Displaying

  • Check that the OAuth connection is active and the token has not expired.
  • For Microsoft 365 accounts, ensure admin consent has been granted.
  • Verify the connected account has access to the files you are trying to view.
  • If using SharePoint, ensure SharePoint support is toggled on.

File Upload Failures

  • Check that the file does not exceed the maximum file size limit.
  • Verify the file type is allowed in your file storage settings.
  • Ensure your cloud storage account has sufficient available space.
  • Check your internet connection for stability, especially for large files.

Auto-Created Folders Not Appearing

  • Verify the auto-create contact folders setting is enabled.
  • Check that the default folder in cloud storage is accessible and writable.
  • For Google Drive, ensure the OAuth permissions include write access.
  • Wait a moment and refresh your cloud storage view, as folder creation may take a few seconds.

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Last updated March 21, 2026
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