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Zoho CRM + OneDrive Integrations

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

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.

About OneDrive

Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part of its web version of Office.

OneDrive Integrations
OneDrive Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Drive Google Drive
  • Dropbox Dropbox

Best Zoho CRM and OneDrive Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

    Actions
  • 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.)

  • 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.

How Zoho CRM & OneDrive Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select OneDrive as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate OneDrive with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho CRM and OneDrive

Zoho CRM?

Zoho CRM is a cloud-based customer relationship management (CRM. software application. It helps businesses manage their sales leads, customers, and partners. Zoho CRM provides contact management, sales force automation, marketing, sales analytics, and reporting tops. It is available as a subscription service, with a free 30-day trial.

Zoho CRM allows you to import your existing contacts from email providers, such as Gmail or Outlook. You can also import your contacts from other online services such as Google Contacts or Facebook. You can import your existing customers and leads into Zoho CRM.

OneDrive?

OneDrive is an online storage platform that allows users to upload files so they can access them from anywhere and share them with others. The OneDrive file hosting service is built into Microsoft Office programs, including Microsoft Office Online, and is available in the web browsers Internet Explorer and Microsoft Edge. OneDrive is also available as mobile apps for Android and iOS.

Integration of Zoho CRM and OneDrive

In this section, I will discuss the integration of Zoho CRM and OneDrive.

The first way to integrate these two platforms is by sharing the data in OneDrive with the Zoho CRM application.

You need to install the OneDrive for Business app on your computer if you want to share files on OneDrive with the people in your organization using Zoho CRM. With the OneDrive for Business app installed, you will be able to see a Share option when you right-click on a file in Windows Explorer. After clicking the Share option, a window will pop up where you can select who you want to share the file with. You can choose between specific individuals or groups. This feature makes it easy for you to share files with team members inside and outside your organization.

The second way to integrate these two platforms is by sharing information in Zoho CRM with the people in your organization who use OneDrive. When you integrate Zoho CRM and OneDrive, you will be able to view all data from Zoho CRM in the OneDrive fpder on your computer. If you click the OneDrive button in Zoho CRM, you will see all the files from your OneDrive fpders listed in a preview pane along with details about each file such as name, size, and date modified. You can also create new files by clicking the New button in the upper right corner of the interface. You can also export your data from Zoho CRM into OneDrive by clicking the Export button at the top of the interface. The people in your organization who are using OneDrive can see all the information from Zoho CRM listed in their respective OneDrive fpders. The people in your organization who are using OneDrive can also download files from Zoho CRM directly into their local computers by clicking the Open in File Explorer button at the top of the interface and selecting File Explorer from the menu. You will have to login to your OneDrive account by using your Microsoft account credentials to see all your Zoho CRM data listed in your OneDrive fpder.

The third way to integrate these two platforms is by sharing files stored locally on your computer with people in your organization who use OneDrive. In order to share files stored locally on your computer with people who use OneDrive, you have to install the OneDrive desktop app on every computer that has files that you would like to share with other people in your organization. Once you have installed the OneDrive desktop client on every computer that has files that you would like to share with other people in your organization, you have to set up a shared fpder where you will store all those files that you want people using OneDrive to be able to access and download. To set up a shared fpder, open File Explorer and click the View tab at the top of the screen. In the navigation pane on the left side of the screen, click Shared Fpders and then click Add a shared fpder at the bottom of screen. In the Add a Shared Fpder wizard that appears, type a name for your shared fpder and then click Next. Type the path for your shared fpder (for example. C:UsersUser1. and then click Next. A window will appear that asks for permission to take ownership of this shared fpder; click Yes if you would like to take ownership of this shared fpder or click No if you would not like to take ownership of this shared fpder. If you would like other people using OneDrive to be able to access files stored locally on your computer, click Permissions and set up permissions for whoever will be accessing those files from across a network (other people using OneDrive. If you would only like people using OneDrive to be able to access files on your computer when they are logged into your computer, then do not set up permissions for accessing those files from across a network (other people using OneDrive. Once you have completed setting up permissions for accessing those files from across a network (other people using OneDrive), click Finish and then click Yes once more when asked if you want to apply changes to this shared fpder now. All shared fpders that you have previously set up should now be listed. Click OK once more when asked if you want to apply changes to this shared fpder now. You should now see all your shared fpders listed in File Explorer under Shared Fpders. The last step is making sure that everyone using OneDrive has access to these newly created shared fpders by adding them as connections in their own accounts on Windows 10 or their own accounts on Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10 or Mac OS X El Capitan or later versions of Windows 10. on their own computers in order to access shared fpders that are stored locally on any computer running Windows 7 SP1, 8, 8.1, RT 8.1, RT 8, RT 7 SP1, 7 SP1 SP2 (Windows 7 SP1 Service Pack 1), Vista SP2 (Service Pack 2), XP SP3 (Service Pack 3), Server 2003 SP2 (Service Pack 2), Server 2008 SP2 (Service Pack 2), Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1), Server 2016, Server 2019, Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1), Server 2016, Server 2019, Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1), Server 2016, Server 2019, Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1), Server 2016, Server 2019, Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1), Server 2016, Server 2019, Server 2008 R2 SP1 (Service Pack 1), Server 2012 (Service Pack 1), Server 2012 R2 (Service Pack 1

The process to integrate Zoho CRM and OneDrive 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.