OneDrive for Zoho CRM simplifies access to OneDrive for increased productivity. This extension offers an intuitive interface for creating, managing, uploading, and accessing OneDrive folders and documents from Zoho CRM. Integrating with Zoho workflows and related lists makes it easy to perform all OneDrive functionalities within CRM. This integration is the perfect tool for sales teams looking to stay organized, streamline their processes, and increase productivity.
Key Features:
Automatically create editable folders and subfolders for each record using workflows in Zoho CRM.
Easily create, rename, upload, delete, search, copy, cut, preview, and download OneDrive files and folders from within Zoho CRM.
Drag and drop files and folders in Zoho CRM, sync attachments, and redirect to OneDrive folders.
Switch between list view, grid view, and detailed view. Create folders for historical or imported data inside Zoho CRM.
Plugin does exactly what we needed - pulls off attachments from very old tasks and stores them on OneDrive just in case. Emailed developers with Queries and they have been super helpful - would give 5 stars for the plugin and 5 stars for the developers if I could!
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How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Based in Melbourne, Australia, Insta Web Works distinguishes itself in the global CRM solutions domain. With a track record of introducing cutting-edge systems, the company has forged a reputation synonymous with excellence. The core mission centers on establishing streamlined workflows that directly contribute to enhanced sales. Specializing in Zoho CRM services, the expertise encompasses everything from crafting widgets to developing portals, seamlessly integrating third-party applications into the company's ecosystem. The dedication also extends to providing specialized training to ensure optimal utilization of CRM capabilities. The world of Insta Web Works welcomes you, where CRM innovation and excellence command the spotlight.
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Hello,
I would recommend you to try Easy Onedrive for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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