Create, manage, send, and collaborate on documents from Zoho CRM. With this integration, users can access and manage files associated with Zoho CRM records synced with Egnyte.
Key Features:
Create folders in Egnyte every time a record is updated in Zoho CRM
Enable users to handle documents from within Zoho CRM
The Egnyte Extension gives sales professionals access to the world's most popular cloud storage system, and lets users sync their files to an easily accessible, secure, two-way synced file repository on the cloud
Hello! The main problem I encountered is that if the contact entries have the same first name and last name, the same folder is created for them in Egnyte (one folder for both entries in contacts), which is obviously wrong. Is it possible to make extension upgrade so we can enter manually link to folder in Egnyte for each record and see folder content. Thank you!
1. The Egnyte extension doesn't allow us to create a folder with the same name via API which is to prevent creating a duplicate. However, as a workaround, remove the Egnyte Folder ID value from any of those records and change the record name to create a new folder for that particular record.
2. Yes, it is possible to manually link to the folder in Egnyte for a record by creating a custom field. To achieve it, please follow this path: Setup -> Customization -> Modules and Fields -> Select the Module -> Layout -> Drag and Drop the field and save the changes.
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I would recommend you to try Egnyte for Zoho CRM. It would add a lot more value to your CRM account.
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