Sharepoint Drive for Zoho CRM
Effortless data synchronization: Keep your Zoho CRM contacts, leads, and accounts automatically updated with SharePoint data.
Connect your Microsoft SharePoint account with Zoho CRM to eliminate manual data entry and discrepancies. With this integration, you can automatically generate an organized folder system within your connected account for the Accounts, Contacts, Leads, Potentials, Invoices, Sales Orders, Purchase Orders, and Quotes modules in CRM. This folder structure will be easily accessible from the record view and enable you to reference associate documents or folders in the SharePoint drive.
Key Features:
- Access all your documents, files, and attachments from Zoho CRM with ease.
- Store all critical documents in a single, organized location for easy retrieval.
- Enhance teamwork by sharing and collaborating on documents directly within Zoho CRM.
- Easily find and retrieve documents and data without leaving the CRM platform.
