Easy SharePoint for Zoho CRM simplifies access to SharePoint for increased productivity. This extension offers an intuitive interface for creating, managing, uploading, and accessing SharePoint folders and documents from Zoho CRM. Easily perform all SharePoint functionalities within Zoho CRM by integrating workflows and related lists. This is the ideal extension for sales teams looking to stay organized, streamline their processes, and increase productivity in Zoho CRM.
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 SharePoint files and folders from within Zoho CRM.
Drag and drop files and folders into Zoho CRM, sync attachments, and redirect to SharePoint folders.
Switch between list view, grid view, and detailed view. Create folders for historical or imported data inside Zoho CRM.
This extension works perfectly right from the start, and the development team is extremely responsive when it comes to adding new features. I highly recommend it!
I would like to say I have never had an easier time with integration of software than with Insta Web Works. They are prompt and knowledgeable and I would highly recommend working with them for your projects.
Technical support was responsive and prompt, and helped me adapt the solution to my business within an hour of getting the free trial. Would recommend to anyone in need of a good Zoho CRM to Teams/SharePoint integration.
The plugin is simple and works perfectly. The customer service is above and beyond. They respond to fix an issue I may have (that I created myself) within minutes of me sending a support request.
Not only does the plugin work well out of the box, the level of support in helping us set it up to our requirements was outstanding. They made some tweaks that made it extra useful for the way we use SharePoint. Highly recommend.
This plugin seamlessly links SharePoint with Zoho CRM, and unlike other plugins, it permitted us to customize the folder structure specifically to our needs. The support team is outstanding, swiftly addressing any issues and responding promptly to our questions. We strongly recommend this plugin for integrating SharePoint with Zoho CRM.
We were looking for plugins to integrate our Sharepoint folder structure with Zoho CRM in the same manner that we had it integrated with our previous CRM. The Insta Web Works team went above and beyond to modify the plugin to fit our needs. It was a pleasure working with them and to see their dedication to their clients.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
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 SharePoint 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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