OneDrive Sync for Zoho CRM

Seamless file sync: Integrate OneDrive with Zoho CRM

Built for: CRM Developed by: Nexivo | Zoho Premium Partner
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Experience the seamless integration between Zoho CRM and Microsoft OneDrive with our innovative extension, OneDrive Sync for Zoho CRM. Streamline your document management process by synchronizing files and folders effortlessly between your CRM and OneDrive accounts.

With OneDrive Sync, you can access and manage your documents directly within Zoho CRM, eliminating the need to switch between multiple platforms. Whether you're working on leads, contacts, accounts, opportunities, or vendors, all your important files are just a click away.

Our extension ensures real-time updates, so you can rest assured that your data is always accurate and up to date across both platforms. Collaborate more effectively with your team by sharing documents directly from Zoho CRM; and track changes effortlessly with version control features.

Customize your file storage with ease by mapping CRM modules to specific OneDrive folders, ensuring organized and efficient document management. Enhance security with Microsoft OneDrive's robust data protection measures, giving you peace of mind knowing your files are safe and secure.

Increase productivity and streamline your workflow with OneDrive Sync for Zoho CRM. Simplify document management, improve collaboration, and boost efficiency in your sales and customer relationship processes. Try OneDrive Sync today and elevate your CRM experience to new heights.

Key Features:

  • Seamlessly synchronize data between Zoho CRM and OneDrive across multiple modules like Leads, Contacts, Accounts, Deals, and Vendors.
  • Enable bidirectional synchronization, ensuring updates made in either Zoho CRM or OneDrive are reflected in both systems, keeping data consistent and up to date. Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals, and Vendors modules.
  • Effortlessly manage documents associated with CRM records by syncing them with OneDrive, providing a centralized repository for easy access and collaboration. Customize the field mapping between Zoho CRM and OneDrive to ensure the right data is synced accurately and according to your specific business needs.
  • Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platforms. Enhance search capabilities by enabling users to search for documents and records stored in both Zoho CRM and OneDrive from a unified interface.

Tags

Deployment type API-built integrations
Published date Aug 11, 2024
Version 1.0
Category Collaboration
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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