Zoho CRM + Zoho WorkDrive

Zoho CRM + Zoho WorkDrive integrations

Manage new files in Zoho WorkDrive by adding attachments in Zoho CRM

Streamline your workflow with this simple solution that connects Zoho WorkDrive and Zoho CRM. When a new file is added to your chosen folder in Zoho WorkDrive, it attaches the file to a record in Zoho CRM immediately. This automation not only saves time but also ensures that your CRM data is always up-to-date with the latest documents. A perfect tool for enhancing efficiency and productivity in your daily tasks.

When this happens...
New File in FolderTriggers when a new file is added to a folder.
TriggerPolling
automatically do this!
Add AttachmentAdd attachment to the selected Module entry
ActionWrite

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More things you can do with Zoho WorkDrive and Zoho CRM

Discover other triggers and actions you can use with Zoho WorkDrive and Zoho CRM

- Team
- Team Folder
  Required
- Folder
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
- Team Folder
  Required
- Folder
- Folder Name
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- File
  Required
- File Name
- Overwrite File?
  Required
Action
Write
- Organization
  Required
- Search Term
  Required
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search

- Organization
  Required
- Team
- Team Folder
- Folder Name
  Required
- Folder Creation Date Range
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It

- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Team
- Team Folder
  Required
- Folder
Trigger
Polling
Try It
- Team
- Team Folder
  Required
- Folder
- File Name
  Required
- File Content
  Required
- Overwrite File?
  Required
Action
Write
- Team
  Required
- Name
  Required
- Is Public ?
  Required
- Description
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- File Name
  Required
Action
Search
- Organization
  Required
- Team
- Team Folder
  Required
- Folder Name
  Required
- Folder Creation Date Range
- Folder
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Zoho WorkDrive

Zoho WorkDrive is an online team file manager. It gives you a secure, shared workspace, new ways to share files, and simplifies team management.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

Zoho

Related Zap Templates

Create folders in Zoho WorkDrive for new module entries in Zoho CRM

Create folders in Zoho WorkDrive for new or updated module entries in Zoho CRM

Upload new module entries from Zoho CRM to Zoho WorkDrive as files