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Business Engineering

OneDrive for Zoho CRM

Manage your customer, leads and accounts efficiently by integrating your OneDrive and Zoho CRM.

Improve team collaboration

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

Upload, view and download your OneDrive 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 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 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 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 account.

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

View our bite-sized tutorial.

Felix, Business Engineer at A2Z Cloud runs us through the integration, how to install it and a speedy run through of how it works.
Zoho One - single-sign on graphic

Take it for a test drive. 

Enjoy a 10-day FREE trial so you can test our product before buying.

Pricing

We offer a choice of monthly or annual subscriptions for our OneDrive for Business integration – with 16% off if you choose to pay annually.

*Please note that we have a separate, free plugin for personal OneDrive accounts. Learn more. 

Hear it from the creator.

Get faster access to your CRM files, increase team collaboration and improve all-round organisation with our OneDrive for Business integration.
Dash Bunyan
Chief Technology Officer, A2Z Cloud