Work Drive for Zoho CRM
Experience the power of integrated collaboration with Workdrive for Zoho CRM, the must-have extension for teams looking to improve their workflow and efficiency.
Work Drive Extension For Zoho CRM
The Workdrive 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 Workdrive Folder.
By integrating Workdrive with ZOHO CRM, you can perform day to day operations inside ZOHO CRM without going to Workdrive. Folders are created using workflow trigger and can add Multiple Folders Structure based on specific requirements. It enables you to have most of the related features of Workdrive inside ZOHO CRM. You do not need to Create Folders on Record Create, you can set up workflow and define how Folders and Created and Where to save the ID for further use.
All Module Support
Our extension is compatible with both the standard and custom modules of Zoho CRM, providing seamless integration and ensuring smooth functionality across your entire CRM platform.
Adjustable settings that can be customized to suit individual preferences and requirements.
With its intuitive design, accessing and managing your files within Zoho CRM becomes effortless, enhancing your overall user experience.
Designed with a focus on performance, enabling rapid execution of tasks and workflows
Get a glimpse of its appearance
Access Files And Folders In CRM
Access and manipulate your Zoho Work Drive files and folders seamlessly from within Zoho CRM for Standard Modules(Leads, Contacts, Accounts, Deals and Campaigns). We also support for custom modules.
Supports Custom Modules
Access and manipulate your Zoho Work Drive files and folders seamlessly from within Zoho CRM for Custom Modules
View WorkDrive Images & PDF's
View Zoho Workdrive images and PDFs directly from within your CRM. No more hassle of downloading or opening separate applications – simply access and preview your files seamlessly within your CRM.
Search For Files And Folders
Simplify your file search process with our extension widget, allowing you to quickly find and access your desired files and folders from within your CRM.
Sync Zoho CRM Attachments
Effortlessly sync and share your Zoho CRM attachments to Zoho WorkDrive directly from within your CRM platform. With this powerful feature, you can seamlessly transfer files, documents, and images from Zoho CRM to your Zoho WorkDrive account with just a few clicks.
With our extension, you gain the power to customize workflows for effortlessly creating, renaming, or deleting workdrive folders, all based on specific conditions
We offer flexible pricing options to suit your needs. Choose the plan that works best for you:
Monthly Plan: For only $10 per month, you can enjoy full access to all the features and benefits of our extension. This option provides you with the flexibility to pay on a month-to-month basis, ensuring you can scale and adapt your subscription as your business evolves.
Yearly Plan: Opt for our yearly plan at $100 per year, and save even more on your subscription. With this option, you’ll receive the same comprehensive features and benefits, while enjoying a discounted rate for committing to an annual subscription. It’s a cost-effective choice for those who are ready to make a long-term investment in our service.
See it in Action
Watch the video to gain more insight into how to install and use our extension
Frequently Asked Questions
Default Features Overview
After Installation and Authentication, the application provides a set of default features that are available by default. These features include:
Workdrive Folder Creation: Upon creating a record for Leads, Contacts, Accounts, Deals, or Campaigns, a corresponding Workdrive folder is automatically generated. This folder serves as a centralized location for storing associated files and documents.
Related List Widgets: The application offers Related List widgets in the Leads, Contacts, Accounts, Deals, and Campaigns modules. These widgets enable users to perform various actions on the associated Workdrive folders. Actions include viewing, creating, deleting, copying, moving, sharing, and uploading files and folders.
The application also provides additional features that can be extended to enhance its functionality. These additional features include:
Workflow Assignment: Users have the option to assign the Workdrive functionality within workflows for any module. This extension enables users to create folders, edit folder names, and delete folders directly through workflow actions.
Related List Integration: The Workdrive functionality can be seamlessly integrated as a Related List to any custom module. This integration allows users to visualize Workdrive folders and perform different actions within them, providing flexibility and customization.
Public Share Link Generation: The application facilitates the generation of public share links for Workdrive folders. Users can create these links either through workflow actions or directly from the Related List widget. This feature simplifies the process of sharing files and folders with external stakeholders.
Yes, Our extension supports all modules including custom modules.
Certainly! Our team is always available to provide you with the support you need. We believe in delivering exceptional customer service and strive to ensure that all of your questions and concerns are addressed in a timely and efficient manner. Whether you need help with a technical issue or just have some questions about our services, our support team is here to assist you every step of the way. Don’t hesitate to reach out to us, we’re here to help!
- CRM Plus
- Zoho One
Yes, You can email us at firstname.lastname@example.org