OneDrive for Zoho CRM

Manage your customer, leads and accounts efficiently by integrating your OneDrive or Sharepoint account with Zoho CRM.

Improve team collaboration

Have all your OneDrive/Sharepoint files located in Zoho CRM rather than dispersed across different platform accounts.

Upload, view and download your OneDrive/Sharepoint files from Zoho CRM

No more searching around for customer contracts or sales material – you can view all your documents in one place. Saving you time and reducing manual effort at the click of a button.

Organise your files more effectively

With automated folder creation and structure for individual customer records.

Have all your OneDrive/Sharepoint files located in Zoho CRM rather than dispersed across different platform accounts.

No more searching around for customer contracts or sales material – you can view all your documents in one place. Saving you time and reducing manual effort at the click of a button.

With automated folder creation and structure for individual customer records.

Fast access to all your files.

Once the integration has been installed, folders will automatically be created within your OneDrive for Business/Sharepoint account for the ‘Accounts’, ‘Contacts’, ‘Leads’ and ‘Potentials’ modules in Zoho CRM. You’ll be able to search sub-folders for each customer’s records.

You can access the OneDrive/Sharepoint folder for each customer record at the click of a button. You can also see a preview of all the documents in each folder.

You still retain access permissions within your OneDrive/Sharepoint account.

Our OneDrive for Zoho CRM integration is compatible with all editions of Zoho CRM.