Seamless Data Synchronization Between Zoho CRM and SharePoint for Enhanced Functionality
Seamlessly synchronize data between Zoho CRM and SharePoint across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
Bidirectional Sync for Real-time Updates in Zoho CRM and SharePoint
Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or SharePoint are reflected in both systems, keeping data consistent and up-to-date.
Related List Generation for Streamlined Data Management
Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals, and Vendors modules.
Centralized Document Management via Zoho CRM and SharePoint Integration
Effortlessly manage documents associated with CRM records by syncing them with SharePoint, providing a centralized repository for easy access and collaboration.
Customizable Field Mapping for Data Accuracy and Alignment
Customize the mapping of fields between Zoho CRM and Sharepoint to ensure that the right data is synced accurately and according to your specific business needs.
Central Data Management and Collaboration through Zoho CRM and SharePoint Integration
Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platforms.
Unified Search Capabilities for Efficient Data Retrieval across Platforms
Enhances search capabilities by enabling users to search for documents and records stored in both Zoho CRM and SharePoint 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 Sharepoint 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 Document Management
Sync Zoho CRM with SharePoint to automatically upload, organize, and access customer-related documents, ensuring easy retrieval and management of important files directly within CRM records.
Real-Time File Updates
Any changes made to documents in SharePoint are instantly reflected in Zoho CRM, ensuring that your team always has access to the most up-to-date information without manual updates.
Improved Collaboration
Enhance team collaboration by enabling easy sharing and editing of documents stored in SharePoint, directly from Zoho CRM, improving workflow efficiency and communication.
Enhanced Security and Compliance
Leverage SharePoint’s robust security features to manage sensitive documents while keeping them seamlessly integrated with your CRM, ensuring compliance with company and regulatory standards.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
