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
  ( 0 )

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:

  • Access all your documents, files, and attachments from Zoho CRM with ease.
  • Store all critical documents in a single, organized location for easy retrieval.
  • Enhance teamwork by sharing and collaborating on documents directly within Zoho CRM.
  • Easily find and retrieve documents and data without leaving the CRM platform.

Tags

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

Compatible Editions

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

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.