OneDrive + Zoho CRM
Create Zoho CRM entries for new OneDrive files
Stay organized by seamlessly connecting your OneDrive and Zoho CRM apps. This workflow sets in motion whenever a new file is added in OneDrive, and as a result, a new module entry is created in Zoho CRM. This ensures all your important documents are efficiently tracked and managed in your customer relationship management tool, saving you time and reducing manual data entry.
Stay organized by seamlessly connecting your OneDrive and Zoho CRM apps. This workflow sets in motion whenever a new file is added in OneDrive, and as a result, a new module entry is created in Zoho CRM. This ensures all your important documents are efficiently tracked and managed in your customer relationship management tool, saving you time and reducing manual data entry.
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Folder
Include Shared Files
Try ItFile or Folder to Copy
Destination Folder
New Name
Conflict Behavior
Copy Children Only
Include Version History
Folder
Folder NameRequired
Item IDRequired
Link TypeRequired
Link Scope
Expiration Date
Retain Inherited Permissions
Folder
Include Shared Files
Try ItFolder
FileRequired
File Name
Item IDRequired
RecipientsRequired
Permission LevelRequired
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
Folder
File NameRequired
Text ContentRequired
