Synchronise files between OneDrive and your CRM records.
Quickly navigate to the related OneDrive folder to upload/view and download files.
See related files within your Zoho record, with a link to the file on OneDrive.
Integrate your Company’s OneDrive with your Zoho CRM
This OneDrive and Zoho CRM integration creates a folder structure within your linked OneDrive for the Lead, Account, Contact, and Potential modules including any sub-folders for the corresponding records.
Folders are automatically added for any new and updated records you create in the CRM after installing the extension.
You’ll then be able to see all files uploaded within the record in the CRM.
There’s also a handy link to open OneDrive from within the record.
Get the A2Z Cloud OneDrive Extension here!
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