Seamlessly synchronize data between Zoho CRM and OneDrive across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
Bidirectional Synchronization Functionality
Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or OneDrive are reflected in both systems, keeping data consistent and up-to-date.
Automated Related List Generation
Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals, and Vendors modules.
Effortless Document Management
Effortlessly manage documents associated with CRM records by syncing them with OneDrive, providing a centralized repository for easy access and collaboration.
Customized Field Mapping Capability
Customize the mapping of fields between Zoho CRM and OneDrive to ensure that the right data is synced accurately and according to your specific business needs.
Efficiency Boost Through Centralization
Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platforms.
Unified Search Enhancement
Enhances search capabilities by enabling users to search for documents and records stored in both Zoho CRM and OneDrive from a unified interface.
Prerequisites
Prerequisites
You must be Zoho CRM's Super Admin.
Zoho CRM Enterprise Edition or Higher is required.
You should have a Microsoft Account.
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Seamless File Synchronization
Automatically sync documents and files between Zoho CRM and OneDrive, ensuring that your team has access to the most up-to-date files directly within CRM records.
Centralized Document Management
Store and manage all client-related documents in OneDrive, while linking them to specific CRM records, providing a unified view for easy access and collaboration.
Improved Collaboration
Enhance teamwork by allowing multiple users to view, edit, and share documents from OneDrive within Zoho CRM, streamlining collaboration across teams and departments.
Enhanced Security and Backup
Keep all important documents backed up and secure in OneDrive, while maintaining easy access and integration within Zoho CRM for a reliable and safe document management system.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
