Tag: CRM
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Search CRM Attachments Faster (HubSpot & Salesforce Files in Drive)
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Locate CRM-synced files — contracts, quotes, SOWs — across Drive and Gmail instantly. Works with HubSpot and Salesforce. Start Free Trial Unify CRM Files with AI Search Whether attachments land in Drive or via email, Context Search AI surfaces the right file by account, owner, or opportunity — immediately. Common Use Cases Quote & Contract…