The Easy OneDrive 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 Onedrive Folder.
Integrate Onedrive 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 Onedrive 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.
To sync attachments to the Onedrive folder, follow these steps:
Using the Easy OneDrive for Zoho CRM extension with a custom module requires the following steps:
1. Define Root Folder ID and Share URL Fields
Before creating the workflow, you must define where the root folder ID will be saved in the module. Additionally, if you want to create a folder share URL, create a single-line field for the root folder ID and a URL field for the folder share URL.
2. Create a Workflow
3. View Onedrive Folders Inside CRM Record Using Widget
To view Onedrive folders inside the CRM record using the widget:
The first time you use the widget, it will ask where the root folder ID has been saved. You need to select the root folder ID. This is only a one-time process.
To create a subfolder conditionally using a workflow, follow these steps:
To delete a folder based on a condition using a workflow rule, follow these steps:
Now, whenever the condition is met, the folder associated with the account record will be deleted.
Experience the power of automation and customization with our Zoho CRM extensions, designed to maximize your team’s productivity.
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