Google Workspace Module for Concord CRM
The Google Workspace module integrates Concord CRM with Google's productivity suite, giving your team the ability to create, view, update, and manage Google Docs, Sheets, Slides, Forms, and Drive files without leaving the CRM. All file operations are synchronized with Google's cloud infrastructure, ensuring your documents are always up to date across both platforms.
Supported Google Servicesโ
| Service | Capabilities |
|---|---|
| Google Documents | Create, list, open, update, and delete documents |
| Google Spreadsheets | Create, list, open, update, and delete spreadsheets |
| Google Slides | Create, list, open, update, and delete presentations |
| Google Forms | Create, list, open, update, and delete forms |
| Google Drive | Browse files, view sharing status, search, access shared files |
Key Featuresโ
- Unified File Management -- Access all your Google Workspace files from a centralized interface within Concord CRM.
- Full CRUD Operations -- Create, read, update, and delete files across Docs, Sheets, Slides, and Forms directly from the CRM.
- Google Drive Integration -- List and browse Drive files, view sharing permissions, search and filter by name or type, and quickly access shared documents.
- Real-Time Sync -- Changes made in the CRM are reflected in Google Workspace and vice versa.
- Sharing Visibility -- See at a glance which files are shared, with whom, and their permission levels.
Requirementsโ
| Requirement | Details |
|---|---|
| Concord CRM | Latest version recommended |
| PHP | 8.1 or higher |
| Valid License | Obtained from Themesic |
| Google Account | A Google account with access to Google Workspace |
| Google Cloud Project | OAuth credentials configured (see Google Console Configuration) |
Installation and Activationโ
Follow these steps to install the Google Workspace module:
- Download the module ZIP file from Themesic.
- Log in to your Concord CRM as an administrator.
- Navigate to Settings โ Modules in the CRM sidebar.
- Click Upload Module and select the downloaded ZIP file.
- Once uploaded, click Activate to enable the module.
- Enter your license key when prompted to complete the activation.
After activation, a new Google Workspace menu item will appear in the CRM navigation. If you do not see it, clear your browser cache and refresh the page.
Post-Installation Setupโ
Before you can use the module, you must configure Google Cloud OAuth credentials:
- Create a Google Cloud project and enable the required APIs.
- Set up OAuth consent and generate client credentials.
- Enter the Client ID and Client Secret in the module settings.
- Authorize the connection.
The module requires a properly configured Google Cloud project with OAuth credentials. Without this, no Google services will be accessible. Follow the Google Console Configuration guide for step-by-step instructions.
Initial Configurationโ
Once authorized, configure the module to match your team's workflow:
- Navigate to the Google Workspace section from the CRM sidebar.
- Verify the authorization status shows Connected.
- Review which Google services are enabled and accessible.
- Set up user permissions under Settings โ Roles & Permissions to control which team members can access Google Workspace features.
The module integrates seamlessly with Concord CRM's existing interface. All Google Workspace operations appear in the CRM's familiar layout and follow the same permission model.
What's Nextโ
- Google Console Configuration -- Set up your Google Cloud project and OAuth credentials.
- Usage Overview -- Learn how to work with Google Docs, Sheets, Slides, Forms, and Drive within the CRM.
If you encounter any issues during installation or authorization, visit the Themesic Support Ticketing Area for assistance.