Integrate OneDrive with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between OneDrive and Zoho CRM

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About OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best OneDrive and Zoho CRM Integrations

  • OneDrive Integration Zoho CRM Integration

    OneDrive + Zoho CRM

    Create/Update Lead to Zoho CRM from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive Integration New Folder
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • OneDrive Integration Zoho CRM Integration

    OneDrive + Zoho CRM

    Create/Update Contact to Zoho CRM from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive Integration New Folder
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • OneDrive Integration Zoho CRM Integration

    OneDrive + Zoho CRM

    Create Module Entry to Zoho CRM from New Folder in OneDrive Read More...
    Close
    When this happens...
    OneDrive Integration New Folder
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • OneDrive Integration Zoho CRM Integration

    OneDrive + Zoho CRM

    Add Attachment in Zoho CRM when New Folder is created in OneDrive Read More...
    Close
    When this happens...
    OneDrive Integration New Folder
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • OneDrive Integration Zoho CRM Integration

    OneDrive + Zoho CRM

    Create/Update Lead to Zoho CRM from New File in OneDrive Read More...
    Close
    When this happens...
    OneDrive Integration New File
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • OneDrive Integration {{item.actionAppName}} Integration

    OneDrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect OneDrive + Zoho CRM in easier way

It's easy to connect OneDrive + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How OneDrive & Zoho CRM Integrations Work

  1. Step 1: Choose OneDrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from OneDrive to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of OneDrive and Zoho CRM

Because of their incredible popularity, the Microsoft Office Suite and Zoho CRM have become indispensable tops for businesses and individuals looking to manage tasks and records. To further streamline business operations, many companies have begun integrating the two powerful programs.

Integration of OneDrive and Zoho CRM

Zoho CRM works as a hub for all communications, documents, and notes related to customer interactions. OneDrive is an essential part of the Microsoft Office Suite that allows users to store and share files and cplaborate on projects with team members. Integrating the two programs provides businesses with a one-stop top for storing client information and creating internal reports.

Benefits of Integration of OneDrive and Zoho CRM

Integrating the two programs provides businesses with a one-stop top for storing client information and creating internal reports. It simplifies communication between employees and makes it easier to record business data. The integration also helps to ensure that employees have easy access to important customer records whenever they need them. It also reduces the amount of time that employees spend searching for information because all business files are stored in one place.

The integration of OneDrive and Zoho CRM serves as a great option for companies that want to streamline their operations without having to purchase multiple software programs. It offers businesses a convenient way to manage both their clients and their internal operations.

The process to integrate OneDrive and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.