SharePoint For Zoho CRM
Maximize Efficiency with SharePoint Zoho CRM Integration
SharePoint For Zoho CRM Integration lets you connect Zoho CRM with SharePoint to auto-create folders, sync files, preview documents, and work faster.
- Automatic Folder Creation for Every Record
- Real-Time File Sync & Secure Access
- Preview, Upload & Manage Files Directly Inside CRM
SharePoint for Zoho CRM
Sharepoint 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 Sharepoint Folder.
Integrate Sharepoint 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 Sharepoint 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
Common Document Problems — And How We Fix Them
What Users Struggle With
- Files are saved in many places, making it hard to find the right document when needed.
- Uploading files manually wastes time and creates duplicate copies.
- Switching between Zoho CRM and SharePoint slows down daily work.
- Sensitive documents are not properly secured or controlled.
- Folder structures are inconsistent and confusing across teams.
- Team members struggle to collaborate and track file versions.
How Our Extension Helps
- All files are organized in one place inside Zoho CRM using SharePoint folders.
- Folders and file syncing happen automatically — no manual work required.
- Manage and preview files directly inside Zoho CRM without changing platforms.
- Your files stay protected with Microsoft SharePoint’s enterprise security and access control.
- Every CRM record gets a clean, standardized folder automatically.
- SharePoint enables real-time collaboration, version history, and easy sharing.
See How It Looks
Access Files And Folders In CRM
Access and manipulate your Sharepoint 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 Sharepoint files and folders seamlessly from within Zoho CRM for Custom Modules
View Sharepoint Images & PDF's
Search For Files And Folders
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.
Trusted by
Customers Worldwide
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, you need to set sharepoint site and root folder id for default
(Leads/Deals/Contacts/Accounts/Campaigns) module. These features include:
Sharepoint Folder Creation: Upon creating a record for Leads, Contacts, Accounts, Deals, or Campaigns, a corresponding Sharepoint 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 Sharepoint 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 Sharepoint 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 Sharepoint functionality can be seamlessly integrated as a Related List to any custom module. This integration allows users to visualize Sharepoint 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 Sharepoint 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