Google Docs Integration for RISE CRM

🚀 Overview

The Google Docs Integration for RISE CRM is a powerful extension that enables you to manage, create and synchronise Google Docs directly from within your RISE CRM environment. It brings document collaboration and cloud-workspace efficiency straight into your CRM-driven workflows. :contentReference[oaicite:1]{index=1}

Designed with real-world operations in mind—teams often maintain documents (proposals, contracts, SOPs) in Google Docs while managing contacts/projects in RISE CRM—this module bridges those disciplines, reducing context-switching and improving productivity.

Target users: Businesses, service teams, agencies and consultancies using RISE CRM who also collaborate via Google Docs; developers and system integrators seeking to extend CRM workflows with document-management capabilities.

✨ Key Features

• Two-Way Document Sync: Create and edit Google Docs from within RISE CRM and see updates reflected in real time. :contentReference[oaicite:2]{index=2}
• Custom Field Mapping & Template Use: Map CRM records (clients, projects, leads) into document templates and auto-populate fields for contracts, proposals or meeting notes.
• Scheduled & Manual Sync Options: Choose automatic sync intervals or trigger manual pushes so your documents stay up to date. :contentReference[oaicite:3]{index=3}
• Role-Based Access Control: Set which CRM users can create/edit Docs, view linked documents and manage sharing permissions—ensuring compliance and confidentiality.
• Audit Logging & Reports: Track when documents are created, updated or shared from within RISE CRM for governance and traceability.
• Google Workspace Integration: Seamless OAuth2 integration with Google Docs, so you don’t need separate tools or credentials for your users. :contentReference[oaicite:4]{index=4}

⚙️ Technical Stack & Requirements

• Platform: RISE CRM (PHP-based CRM / project/client management system). :contentReference[oaicite:5]{index=5}
• Languages: PHP (backend processing for Google API calls), JavaScript (frontend UI), Google Docs API (REST endpoints).
• Server Requirements: Web server (Apache or Nginx) with PHP 7.x/8.x support, MySQL/MariaDB, HTTPS/SSL for OAuth flows (mandatory for Google API). :contentReference[oaicite:6]{index=6}
• Google Workspace Configuration: You’ll need a Google Cloud project enabling Google Docs API, OAuth credentials (Client ID/Secret), and proper redirect URI configured for your CRM domain. :contentReference[oaicite:7]{index=7}

🧩 Installation Guide

1. Ensure RISE CRM is installed: Confirm your version is compatible with this integration module.
2. Upload the module files: Place the add-on into your CRM modules/plugins directory and activate it via the CRM admin panel.
3. Configure Google OAuth: In Google Cloud Console create a project, enable the Google Docs API, create OAuth credentials and set the redirect URL as provided by the module settings in RISE CRM. :contentReference[oaicite:8]{index=8}
4. Authorize the connection: In RISE CRM settings go to Integrations → Google Docs, input Client ID & Client Secret, click ‘Authorize’, and ensure status shows “Authorized”.
5. Set up Mapping & Templates: Define which CRM objects (leads, clients, projects) should be linked to Google Docs, set templates or blank docs, define sync direction (CRM → Docs, Docs → CRM).
6. Test the Integration: Create a test Google Doc via the CRM, update it in Google Workspace, and verify the changes appear back in CRM if configured. Also check template population and access roles.
7. Deploy: Once tested, roll out to your production users, ensure all users have appropriate Google Workspace access and monitor for sync errors or API quota issues.

📦 Deliverables

• The full source-code package of Google Docs Integration for RISE CRM (GPL-licensed for unlimited domain usage when obtained via a compliant distributor). :contentReference[oaicite:9]{index=9}
• Configuration guide/documentation including OAuth setup, mapping instructions and template management.
• Usage instructions, changelog (version 1.0 or later) and update notes per distributor. :contentReference[oaicite:10]{index=10}

📱 Supported Platforms

• Web Browser: Chrome, Firefox, Safari, Edge – used for CRM interface and Google Docs editing.
• Devices: Desktop and laptop environments for CRM admin/data teams; Google Docs mobile editing supported via standard Google apps.
• Server OS: Linux distributions (Ubuntu, Debian, CentOS) preferred; Windows server supported if PHP/MySQL environment available.

🧠 Notes

• License: This module is distributed under the GNU General Public License (GPL) when obtained via legitimate GPL distributors. Verify the licensing terms and domain-usage rights. :contentReference[oaicite:11]{index=11}
• Customization tips: You may extend this integration by adding support for Google Sheets or Slides, embedding doc preview links in CRM records, auto-generating contract documents upon lead conversion, or using Google Apps Script for advanced workflows.
• SEO & Productivity Assurance: Integrating cloud documents directly into your CRM reduces duplicative workflows, improves team collaboration and enhances data traceability—important factors for organisational trust and operational efficiency.
• Experience highlight: This module aligns with real-world document-centric workflows (contract management, SOPs, client proposals) within CRM systems, demonstrating good domain-alignment and the developer’s understanding of practical business needs. :contentReference[oaicite:12]{index=12}

👨‍💻 Original Developer Credit

Developed by the vendor listed on CodeCanyon as “Google Docs Integration for RISE CRM”. Item ID: 52835197. :contentReference[oaicite:13]{index=13}
Purchasing the official license grants updates and support from the original developer.

🔒 Disclaimer

This description is provided for informational and GPL-distribution listing purposes only. We are not the original author or rights-holder. All trademarks, logos and brand assets remain the property of their respective owners. For production deployment, ensure you obtain a valid license, secure your hosting environment (SSL/HTTPS, backups) and comply with data-privacy regulations (e.g., GDPR) when integrating cloud document platforms with your CRM.