DigiLocker Doc's for Zoho CRM

Streamline your documents seamlessly with the DigiLocker integration for Zoho CRM

Built for: CRM Developed by: Nexivo | Zoho Premium Partner
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Unlock the power of seamless document management within Zoho CRM with DigiLocker's Doc's extension. Integrate DigiLocker into your CRM workflow to simplify document handling and enhance productivity. Access, store, and manage documents securely from within Zoho CRM, ensuring quick retrieval and efficient collaboration.
With DigiLocker's robust features, you can sync documents across platforms, eliminating the need for manual uploads and reducing errors. Stay organized with centralized document storage and get instant access to critical information right when you need it. Experience enhanced efficiency and smoother workflows as you leverage the synergy between Zoho CRM and DigiLocker.
From customer contracts to sales proposals, streamline your document management process and focus more on closing deals. Elevate your CRM capabilities with DigiLocker's Docs extension and transform how you handle documents in your business operations. Unlock the potential of integrated document management today with DigiLocker for Zoho CRM.

Key Features:

  • Easy data retrieval: Fetch data by clicking Fetch DigiLocker Docs Data in the Leads and Contacts modules.
  • Organized documentation: Access a related list of "DigiLocker's Docs Data" directly from the Leads and Contacts modules for easy reference.
  • Enhanced data management: Centralize and manage all DigiLocker documents within Zoho CRM for improved efficiency and organization.
  • Custom module support: Leverage a dedicated custom module for storing and accessing DigiLocker documents, ensuring data integrity and easy retrieval.

Tags

Deployment type Zoho platform
Published date Jul 22, 2024
Version 1.0
Category Collaboration
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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