Zoho WorkDrive Sync for Zoho CRM

Seamlessly integrate and sync Zoho WorkDrive with Zoho CRM

Built for: CRM Developed by: Nexivo | Zoho Premium Partner
  ( 0 )

Effortlessly enhance your Zoho CRM experience with the Zoho WorkDrive Sync extension. This powerful integration allows you to seamlessly sync and manage documents between Zoho WorkDrive and Zoho CRM. With this extension, you can easily access, store, and organize all your important files directly from within Zoho CRM, streamlining your workflow and improving productivity.

Whether you're working on sales proposals, customer contracts, or any other critical documents, you'll have everything you need at your fingertips. Stay organized with real-time updates and ensure your team always has access to the most current information.
Say goodbye to manual uploads and downloads, and enjoy the convenience of having your documents integrated directly into your CRM system. Simplify your document management process and focus more on what matters most—building strong customer relationships. Experience seamless integration with Zoho WorkDrive Sync for Zoho CRM today.

Key Features:

  • Seamlessly synchronize data between Zoho CRM and Zoho WorkDrive across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
  • Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or Zoho WorkDrive 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.
  • Effortlessly manage documents associated with CRM records by syncing them with Zoho WorkDrive, providing a centralized repository for easy access and collaboration. Customize field mapping between Zoho CRM and Zoho WorkDrive to ensure 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. Enhance search capabilities by enabling users to search for documents and records stored in both Zoho CRM and Zoho WorkDrive from a unified interface.

Tags

Deployment type Zoho platform
Published date Jul 24, 2024
Version 1.0
Category Collaboration
Pricing Paid
Vendor Website

Compatible Editions

  • 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.