Documentation - Sharepoint for Zoho CRM

Easy Sharepoint for Zoho CRM

The Easy Sharepoint 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 Sharepoint Folder.

Objective of the Integration

Integrate Sharepoint 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 Sharepoint 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.

It supports all Standard Modules along with Custom Modules
Workflow and Related List widgets for Leads/Contacts/Accounts/Deals/Campaigns are configured on Extension Installation.
Folder Creation can be done using Workflow Rules based on Suitable Conditions.
Can View/Create/Upload/Delete/
Rename/Share/Download Files/Folders inside each record.
Able to add Multi Level (Nested) Folder Structure.
Use or Merge Fields for Folder Names as of your preference.
Rename/Delete Folders on Workflow Trigger.
Existing Data saved in some Specific Fields also supported.
Able to use in Custom Functions also to process Historical Data as per current settings.
The structure of the module folder can be organized according to the layout of your SharePoint site

How to Install

Navigate to Zoho Marketplace, Search for Easy Sharepoint for Zoho CRM, or Go to the Link
Start a Free Trial and follow the procedure.
Once installed, it will redirect to the Setting Page of Extension.
Authenticate Zoho Connection. Please note that you must have Sharepoint Activated.
Data Center URL is automatically selected.
Following default Settings for Lead/Contacts/Accounts/Deals/Campaigns are created on Installation
1. Select module tab
2. Select Sharepoint Site, Team root folder
3. Folder structure may change. Press # to select field value dynamically(optional)
4. Save changes by pressing Save changes button.
5. after saving all the module setting extension is ready for
  - - Now you are ready to use the Plugins.
    - For Custom Modules, we can achieve this using Custom Action from Workflow. Please check the Use Case Section.

How to Use our Extension

Default Features

Extension Link

After a record is created in any of the modules, a folder will be automatically created for it.
To access the related easy Sharepoint features for a particular record, go to the record and look for the related list named easy Sharepoint. Click on it to access the extension widget.

How to Sync Records Attachment to Sharepoint

To sync attachments to the Sharepoint folder, follow these steps:

Click on the easy Sharepoint related list inside the record and find the extension widget.
Click on the settings icon.
Click the “sync attachments” button and the extension will start downloading all the attachments and saving them to the folder.
Once the sync is complete, you can see all the synced files inside the folder. If you add new attachments, only the new ones will be downloaded and saved to the folder. Previous attachments won’t be copied again.
You can also sync the folders inside subfolders by navigating to the folder from the related list and clicking on settings. Then, click on “sync attachments” to initiate the sync.

Sub Folder for Default Modules

Access your CRM settings.
Navigate to the Marketplace and select “All”.
Click on “Installed” and locate the Easy Sharepoint for Zoho CRM extension.
In the extension’s module settings, you will find five modules and the default folder structure. Click on the “+” button to add a new subfolder option.
Input the name of the subfolder, which can be anything or a merge field from the module.
Access fields from the record by using the “#” symbol.
Save the settings.
The extension will automatically create subfolders based on your naming convention whenever a record is created in the corresponding module.

Create Folder with Sub Folder for Custom Module using Workflow

Using the Easy Sharepoint 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

Select the Custom module.
Create Sharepoint settings using easy Sharepoint.
Select the action. For “create folder,” there are two root folder types to choose from.
If you select the static root folder type, all vendors will be in one specific root folder. Next, select the root folder from inside.
Provide the folder naming structure.
Select where to save the folder ID.
Select whether you want to share the folder. If yes, select the share folder URL to a field in the record.
Save the workflow.
Auto-populated Root Folder ID and Share Link
After creating a new record in the custom module, the root folder ID and share link will be auto-populated.

3. View Sharepoint Folders Inside CRM Record Using Widget

To view Sharepoint folders inside the CRM record using the widget:

Go to any record of that custom module.
Click on “Add Related List” on the left side.
Click “Widgets.”
Click “Sharepoint by EasyPluginz,” then click “Install” and give it a suitable name.
After refreshing, you can see the widget by clicking the related list you just created.
Select Root Folder ID in 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.

Create Sub Folders, where Root Folder ID is already Saved, using Workflow

To create a subfolder conditionally using a workflow, follow these steps:

Go to Settings and create a Workflow Rule.
Select the condition. For example, for deals when the deal stage is closed won.
Select “Create Sharepoint Setting (easy Sharepoint)” as the instant action.
Select “Create Folder”
Choose “Dynamic Root Folder” as the root folder type. This means that the root folder ID is already in the record.
Choose the field name where the root folder ID is saved.
Specify the folder naming structure as per your needs.
Now on change of the stage(Condition), a new sub folder will be created to the record.

How to Delete Record with workflow

To delete a folder based on a condition using a workflow rule, follow these steps:

Create a Workflow Rule.
Select the “On Edit” trigger as the workflow trigger.
Select a condition for which you want to delete the folder.
Select “Create Sharepoint Setting (easySharepoint)” as the instant action.
Choose “Delete Folder” as the action.
Choose the field name for the folder ID that belongs to the account record.
Save your workflow settings to enable folder deletion based on the condition.

Now, whenever the condition is met, the folder associated with the account record will be deleted.

How to use Related List Widget - Overview of the Related List Widget Functionality

The widget displays the current state of the folder in the Sharepoint.
Users can create a new folder or upload files directly from the widget.
The breadcrumb feature allows users to navigate through multiple folders inside.
Two views are available for files – list view and grid view with file thumbnails.
Users can directly preview files without downloading them.
Settings include the option to sync CRM record attachments, refresh the widget, and generate share links for folders and download links.
Users can rename or delete files and folders, download files, copy or move files from one folder to another, and generate file share links directly from the related list widget.

Table of Contents