Sharepoint Drive for Zoho CRM

Effortless data synchronization: Keep your Zoho CRM contacts, leads, and accounts automatically updated with SharePoint data.

Built for: CRM Developed by: DSVCorp

Connect your Microsoft SharePoint account with Zoho CRM to eliminate manual data entry and discrepancies. With this integration, you can automatically generate an organized folder system within your connected account for the Accounts, Contacts, Leads, Potentials, Invoices, Sales Orders, Purchase Orders, and Quotes modules in CRM. This folder structure will be easily accessible from the record view and enable you to reference associate documents or folders in the SharePoint drive.

Key Features:

    Tags :

    Deployment type Zoho platform
    Published date Oct 29, 2023
    Version 1.1
    Category Marketing
    Pricing Paid
    Vendor Website

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