SharePoint for Zoho CRM

Access, organize, and share your SharePoint libraries from within Zoho CRM

Built for: CRM Developed by: Zoho Corporation
200+ Installs
  ( 0 )

Microsoft SharePoint is a document management tool that enables you to share and manage content, allowing you to collaborate easily and securely with members both inside and outside your organization. With the SharePoint extension for Zoho CRM, you can access, manage, and organize your SharePoint libraries from within Zoho CRM. You can also create customized folders for your Zoho CRM records in SharePoint libraries, where you can store files related to your deals and accounts, and can share those files and folders securely with your contacts, leads, and vendors.

Key Features:

  • Access and manage your SharePoint libraries from within Zoho CRM
  • Create new files and folders in SharePoint from Zoho CRM
  • Organize files and folders across SharePoint libraries
  • Get all files related to every deal and account listed in related lists

Tags

Deployment type Zoho platform
Published date Oct 23, 2023
Version 1.0
Latest Released date Jan 31, 2025
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

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

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