Connect OneDrive and Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect OneDrive to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OneDrive with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New File" from OneDrive.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects OneDrive and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Folder
- Include Shared Files
Try ItTriggerPolling- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
ActionWrite- Folder
- Folder NameRequired
ActionWrite- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
ActionWrite
- Folder
- Include Shared Files
Try ItTriggerPolling- Folder
- FileRequired
- File Name
ActionWrite- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
ActionWrite- Folder
- File NameRequired
- Text ContentRequired
ActionWrite
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Connect OneDrive and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate OneDrive on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about OneDrive + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneDrive and Zoho CRM
What is required to integrate OneDrive with Zoho CRM?
To integrate OneDrive with Zoho CRM, you need an active account for both services. You'll also require access permissions to connect the two applications through the integration platform, ensuring seamless interaction between your files in OneDrive and data in Zoho CRM.
How can I trigger an action in Zoho CRM using files from OneDrive?
You can set up triggers so that when a new file is uploaded to a specific OneDrive folder, an action is performed in Zoho CRM, such as creating or updating a record. This helps keep your CRM records aligned with the latest files available.
Can I automate file uploads from OneDrive to specific records in Zoho CRM?
Yes, our integration allows you to automate the upload of files from OneDrive directly into specific records in Zoho CRM. You can set this up so that every time there's a new file added with particular criteria or naming conventions, it attaches to the corresponding record.
What happens if a file is deleted from OneDrive? Will it affect my Zoho CRM data?
If a file that's been linked or associated with a record in Zoho CRM is deleted from OneDrive, the integration typically won't remove it from your CRM. However, future updates or automations dependent on that file might be impacted.
Is there a limit on the number of files I can sync between OneDrive and Zoho CRM?
There are generally no limitations on the number of files you can sync unless specified by your plan's storage limits for either OneDrive or Zoho CRM. It's important to ensure enough storage space is available on both ends.
How often does data sync between OneDrive and Zoho CRM?
Data sync between OneDrive and Zoho CRM occurs based on the schedule you set up during configuration. It could be instant (real-time) or at defined intervals depending on your operational needs.
Can I track changes made to documents within both platforms post-integration?
Post-integration, tracking document changes depends largely on how you've configured your triggers and actions. We allow tracking and notifications for changes made either in specific folders or against specific records through customized workflows.
