Zoho WorkDrive Sync for Zoho CRM

Zoho WorkDrive Sync for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "Zoho WorkDrive Sync"
  3. How to install the "Zoho WorkDrive Sync for Zoho CRM"
  4. Setting up OAuth Authorization with Zoho 
  5. A related list "Zoho WorkDrive" has been added with this integration in the Leads, Contacts, Accounts, Deals, and Vendors modules
  6. How to sync the files from Zoho CRM to Zoho WorkDrive and ViceVersa
  7. Support
Warning

Prerequisites

  1. You must be Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher required.
  3. You should have Zoho WorkDrive.

Key Features of "Zoho WorkDrive Sync"

  1. Seamlessly synchronize data between Zoho CRM and Zoho WorkDrive across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
  2. Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or Zoho WorkDrive are reflected in both systems, keeping data consistent and up-to-date.
  3. Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals, and Vendors modules.
  4. Effortlessly manage documents associated with CRM records by syncing them with Zoho WorkDrive, providing a centralized repository for easy access and collaboration.
  5. Customize the mapping of fields between Zoho CRM and Zoho WorkDrive to ensure that the right data is synced accurately and according to your specific busimess needs.
  6. Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platform.
  7. Enhances search capabilities by enabling users to search fr documents and records stored in both Zoho CRM and Zoho WorkDrive from unified interface.

How to install "Zoho WorkDrive Sync for Zoho CRM"

1. Go to Setup > Marketplace > All.
     All the installed extensions are listed. Under All extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "Zoho WorkDrive Sync for Zoho CRM."
     Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now." 
     If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of service and click "Install."



There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.



Setting up OAuth Authorization with Zoho Workdrive

  1. To begin, you need a Zoho WorkDrive account.
  2. To authorize the account press authorize button.
  3. Enter the Zoho WorkDrive account 'Username' and 'Password.'
  4. Then you can access to Zoho CRM Data.








Leads Module

You can access the Zoho WorkDrive integration as a related list within the Leads module.



Contacts Module

You can access the Zoho WorkDrive integration as related list within the Contacts Module.



Accounts Module

You can access the Zoho WorkDrive integration as related list within the Accounts Module.



Deals Modules

You can access the Zoho WorkDrive integration as related list within the Deals Module.



Vendors Module

You can access the Zoho WorkDrive integration as related list within the Vendors Module.



How to sync the files from Zoho CRM to Zoho WorkDrive and ViceVersa

Upon installing the "Zoho WorkDrive Sync for Zoho CRM" extension, it's necssary to link your Zoho WorkDrive account with Zoho CRM. This connection is essential for accessing files in both Zoho WorkDrive and Zoho CRM.

Following the integration, the Zoho WorkDrive Sync for Zoho CRM extension will display the accessible sites in the setting widget. You'll have the option to select the site where files or documents will be stored. By default, upon mapping the chosen sites in Zoho WorkDrive, a folder named "Zoho CRM" will be created. You can customize module mapping as needed. To store documents or files, select a specific field, and they will be stored accordingly. You have the flexibility to map modules such as Leads, Contacts, Accounts, Deals, and Vendors based on your preferences.

Based on your requirements the modules and paths were mapped accordingly.











Info

Support

Contact Number: +919868329081
Website: www.nexivo.co

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