OneDrive for Zoho CRM
Boost Productivity with Easy OneDrive for Zoho CRM
OneDrive for Zoho CRM Integration lets you connect Zoho CRM with Microsoft OneDrive to auto-create folders, sync files, preview documents, and manage everything directly inside CRM.
- Automatic Folder Creation for Every Record
- Real-Time File Sync & Secure Access
- Preview, Upload & Manage Files Directly Inside CRM
OneDrive for Zoho CRM
The OneDrive for Zoho CRM enables CRM Users to View/Create/Update/Rename/Delete/Share all the files, folders and nested sub-folders associated with records through Widget and workflow for all Standard and Custom Modules. Attachments from your respective CRM records can be synced and stored into your associated Onedrive Folder.
Integrate Onedrive seamlessly with Zoho CRM for streamlined daily operations within Zoho CRM itself. Automate folder creation via workflow triggers, allowing for a versatile folder structure. Enjoy the full array of Onedrive features within Zoho CRM, eliminating the need for manual folder creation upon record creation. Customize folder creation through workflows and specify ID storage for future use.
All Module Support
Our extension is compatible with both the standard and custom modules of Zoho CRM, providing seamless integration and ensuring smooth functionality across your entire CRM platform.
Customizable Settings
Adjustable settings that can be customized to suit individual preferences and requirements
Intuitive Design
With its intuitive design, accessing and managing your files within Zoho CRM becomes effortless, enhancing your overall user experience.
High Performance
Designed with a focus on performance, enabling rapid execution of tasks and workflows
File Management Challenges in Zoho CRM — Solved with OneDrive Integration
What Users Struggle With
- Files related to Zoho CRM records are scattered and difficult to find
- Users manually upload attachments to OneDrive, wasting time
- Teams must switch between Zoho CRM and OneDrive to manage files
- Folder structure is inconsistent and disorganized
- No direct way to preview OneDrive documents inside CRM
- Risk of file loss due to lack of backup
- File sharing and collaboration are slow and inefficient
- Managing files for custom modules is difficult
- Poor document organization reduces team productivity
How Our Extension Helps
- Automatically creates dedicated OneDrive folders for each Zoho CRM record
- Automatically syncs Zoho CRM attachments to OneDrive instantly
- Allows users to access and manage OneDrive files directly inside Zoho CRM
- Creates a standardized and automated folder structure using workflows
- Enables preview of OneDrive images, PDFs, and documents within Zoho CRM
- Securely stores CRM attachments in Microsoft OneDrive cloud storage
- Makes it easy to share and manage OneDrive files directly from CRM
- Fully supports both standard and custom modules in Zoho CRM
- Automatically creates folders when new CRM records are created
- Centralizes document management and improves workflow efficiency
See How It Looks
Access Files And Folders In CRM
Access and manipulate your Onedrive files and folders seamlessly from within Zoho CRM for Standard Modules(Leads, Contacts, Accounts, Deals and Campaigns). We also support for custom modules.
Supports Custom Modules
Access and manipulate your Zoho Onedrive files and folders seamlessly from within Zoho CRM for Custom Modules
View Onedrive Images & PDF's
View Onedrive images and PDFs directly from within your CRM. No more hassle of downloading or opening separate applications – simply access and preview your files seamlessly within your CRM.
Search For Files And Folders
Simplify your file search process with our extension widget, allowing you to quickly find and access your desired files and folders from within your CRM.
Sync Zoho CRM Attachments
Effortlessly sync and share your Zoho CRM attachments to Onedrive directly from within your CRM platform. With this powerful feature, you can seamlessly transfer files, documents, and images from Zoho CRM to your onedrive account with just a few clicks.
Custom Action
With our extension, you gain the power to customize workflows for effortlessly creating, renaming, or deleting onedrive folders, all based on specific conditions
Pricing
We offer flexible pricing options to suit your needs. Choose the plan that works best for you:
Monthly Plan: For only $20 per month, you can enjoy full access to all the features and benefits of our extension. This option provides you with the flexibility to pay on a month-to-month basis, ensuring you can scale and adapt your subscription as your business evolves.
Yearly Plan: Opt for our yearly plan at $200 per year, and save even more on your subscription. With this option, you’ll receive the same comprehensive features and benefits, while enjoying a discounted rate for committing to an annual subscription. It’s a cost-effective choice for those who are ready to make a long-term investment in our service.
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Frequently Asked Questions
Check out these frequently asked questions to empower yourself. Should your query not be addressed, please use the enquiry form below to contact us.
What are the features?
Default Features Overview
After Installation and Authentication, the application provides a set of default features that are available by default. These features include:
Onedrive Folder Creation: Upon creating a record for Leads, Contacts, Accounts, Deals, or Campaigns, a corresponding Onedrive folder is automatically generated. This folder serves as a centralized location for storing associated files and documents.
Related List Widgets: The application offers Related List widgets in the Leads, Contacts, Accounts, Deals, and Campaigns modules. These widgets enable users to perform various actions on the associated Onedrive folders. Actions include viewing, creating, deleting, copying, moving, sharing, and uploading files and folders.
Additional Features
The application also provides additional features that can be extended to enhance its functionality. These additional features include:
Workflow Assignment: Users have the option to assign the Onedrive functionality within workflows for any module. This extension enables users to create folders, edit folder names, and delete folders directly through workflow actions.
Related List Integration: The Onedrive functionality can be seamlessly integrated as a Related List to any custom module. This integration allows users to visualize Onedrive folders and perform different actions within them, providing flexibility and customization.
Public Share Link Generation: The application facilitates the generation of public share links for Onedrive folders. Users can create these links either through workflow actions or directly from the Related List widget. This feature simplifies the process of sharing files and folders with external stakeholders.
Can I use it for all modules?
Yes, Our extension supports all modules including custom modules.
Can I get support?
Certainly! Our team is always available to provide you with the support you need. We believe in delivering exceptional customer service and strive to ensure that all of your questions and concerns are addressed in a timely and efficient manner. Whether you need help with a technical issue or just have some questions about our services, our support team is here to assist you every step of the way. Don’t hesitate to reach out to us, we’re here to help!
Will Your Extension support my Zoho CRM?
Compatible Editions
- Standard
- Professional
- Enterprise
- CRM Plus
- Zoho One
- Ultimate
Can I ask for more features?
Yes, You can email us at support@instawebworks.com.au