Enhance your workflow efficiency and collaboration with our SharePoint Sync for Zoho CRM extension. Integrate these two powerful platforms to streamline data management, document sharing, and collaboration processes.
With our extension, you can synchronize data between Zoho CRM and SharePoint, ensuring that your teams have access to the latest information in both systems. Bidirectional sync capabilities allow for seamless updates and changes to records and documents, reducing manual effort and minimizing the risk of errors.
Easily manage documents within Zoho CRM using the SharePoint Files related list, providing quick access to files stored in SharePoint directly from your CRM environment. You can upload, view, and share documents with ease, improving document management efficiency and enhancing collaboration among team members.
Our extension offers customizable mapping options, allowing you to map Zoho CRM modules and fields to corresponding SharePoint libraries and columns.
Stay organized and compliant with version control features for documents synced between Zoho CRM and SharePoint. Track changes, revert to previous versions, and maintain a clear audit trail of document revisions, enhancing compliance management and data governance practices.
Security is paramount, and our extension integrates seamlessly with SharePoint's permission settings, ensuring that access to documents and data is controlled and maintained according to your organization's policies. With granular permission controls, you can confidently manage access to sensitive information and ensure data
Key Features:
Synchronize data between Zoho CRM and SharePoint across multiple modules like Leads, Contacts, Accounts, Deals, and Vendors. Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or SharePoint 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. Manage documents associated with CRM records by syncing them with SharePoint, providing a centralized repository for easy access and collaboration.
Customize the mapping of fields between Zoho CRM and Sharepoint to ensure that 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.
Enhanced search capabilities allow users to search for documents and records stored in both Zoho CRM and SharePoint from a unified interface.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
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Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Zoho has rated Nexivo the number one Zoho Premium Partner for 2023 and awarded Nexivo the "Zoho Partner of the Year: Fastest Emerging Partner for 2022 for being the fastest to move from advanced to premium partner that is within 2 years. The company has offices in the United States, India, and the United Arab Emirates and serves customers across the globe other than these primary locations of business. Nexivo has been a Digital Transformation Company using Zoho One, Zoho CRM, and other apps to help customers automate their critical business functions using Industry best practices for the last 6 years. Nexivo's Zoho Experts have been automating Sales, Marketing, financial, and Customer Support operations, which directly impact the Nexivo's Zoho Experts have been automating sales, marketing, financial, and customer support operations, which directly impact the companies' revenues. Nexivo also has strong expertise in developing Custom Applications using Zoho Creator and developing Zoho Extensions and Widgets with integration capabilities. Nexivo is a Premium Partner of Zoho, which follows process-driven Implementation methodologies for various consulting and project types and provides unflinching support post-execution to all customers. We also have strong experience integrating Zoho with SAP, Microsoft Dynamics, Salesforce, Google, and other SAAS products. With having years of hands on experience on Zoho, we will be glad to be your 'Business Growth Acceleration Partner'. We strongly believe that our customers' achievement is our achievement.
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I would recommend you to try SharePoint Sync for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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