SharePoint Sync for Zoho CRM

Seamless integration: Sync Zoho CRM with SharePoint!

Built for: CRM Developed by: Nexivo | Zoho Premium Partner

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:

    Tags :

    Deployment type Zoho platform
    Published date Apr 21, 2024
    Version 1.0
    Category Collaboration
    Pricing Paid
    Vendor Website

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