OneDrive For Zoho CRM

Exponentially increase the power of your data with streamlined file management, enhanced collaboration, and easy access.

Built for: CRM Developed by: Rays and Reach Solutions LLP
  ( 1 )

Achieve seamless and customizable integration between Zoho CRM and OneDrive, enabling the synchronization of selected accounts, deals, and designated OneDrive folders and files.

Integrating OneDrive with Zoho CRM gives you the ability to create folders and files to OneDrive. In addition, you can Sync files from OneDrive to Zoho CRM corresponding folder in Accounts or Deals.

Key Features:

  • Configure the OneDrive folder name and create folders directly from Zoho CRM for each deal and account.
  • Seamlessly sync files between OneDrive and Zoho CRM.
  • Attach various file types from your local disk to OneDrive using a simple Attach button.
  • Perform multiple actions within Zoho CRM, including viewing, downloading, and deleting OneDrive files for individual deals or accounts.

Tags

Deployment type Zoho platform
Published date Mar 21, 2024
Version 1.0
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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