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The Zoho Workdrive Extension allows users to collaborate on client-related documents and files stored in Workdrive from within Zoho CRM. This allows users to manage all their files without having to navigate back to Workdrive.
Upon installation, the extension creates a Team folder and 3 sub folders (Accounts, Contacts, Deals) in Workdrive. Whenever a file or folder is added within a record in CRM (Account, Contact, Deal), it creates a sub folder with the name of the record, and uploads the file or folder onto Workdrive.
Vighnesh S is a freelance developer who has sound knowledge and experience in integrations between multiple applications within Zoho's Suite of Applications and building Marketplace extensions. He can be reached at vighnesh.s@zohomail.com for any support queries.
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Hello,
I would recommend you to try Zoho Workdrive 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.
Sincerely, null
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