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Rays and Reach

  • OneDrive For 
    ​Zoho CRM

    Streamlined file management, enhanced,

    collaboration, and document access
    within your CRM workflow.

    Learn More

                     OneDrive For Zoho CRM - Help Document

Introduction


OneDrive Personal Cloud Storage allows users to store their photos and files online and access them from any device, anywhere. The OneDrive for Zoho CRM extension enables users to sync OneDrive folders and files to Deals and Accounts Modules in Zoho CRM. Moreover, the extension allows users to view the OneDrive folders and files within Zoho CRM. This document provides a guide on how to use and install the OneDrive extension for Zoho CRM.

Setup OneDrive Integration with Zoho CRM

Install Extension

  1. Login to your Zoho CRM account.
  2. Go to Settings >> Marketplace >> All.
  3. Search for OneDrive For Zoho CRM.
  4. Select the extension and click on install.
  5. Select check boxes and click on Continue.

6.Choose Users/Profiles and click on Confirm.

Authenticate Extension

7. Authorize the integration by signing into your OneDrive account.

Installation Notes

    1. The extension will create the following in Zoho CRM: 

        1.1. Custom Fields 
        1.2. Custom Related Lists

    2. Details of created custom fields and custom related lists are available in Extension Details.

Setup OneDrive Folder Name

1. Click on Settings in Extension Details page.

2. Select OneDrive root path.

3. Select Account layout.

4. Select Account field of the chosen layout.

5. Select Deal layout.

6. Select Deal field of the chosen layout.

7. Click on Save.

Create OneDrive Folder From Zoho CRM

    1. OneDrive folders are automatically created when creating an account or deal in Zoho CRM.

    2. The created OneDrive folder is located inside the root folder, chosen in settings.

    3. Folder names are based on the chosen field value of Account or Deal.

4. On successful creation of Account in Zoho CRM, the OneDrive folder is automatically created.

Upload and Sync Files to OneDrive Folder from Zoho CRM

1. Open any account, Mouse hover on Related List and Click on Organize Account Details icon.

2. Select and Move My files - OneDrive Relate List to selected list and Click on Save.
3. Go to Accounts or Deals >> Detail view of any Account or Deal >> My files - OneDrive Related List.



4. Click the Attach button under My files - OneDrive to Attach and sync files.

5. Attached files will be displayed in the OneDrive Folder Section. 

More Action On Files

1. More actions icon (...) is available on all files.

2. View, Download, and Delete OneDrive files directly from Zoho CRM.

3. The file can be viewed using View action .

4. Download the file from Zoho CRM using Download action.

5.Delete the file  from Zoho CRM using Delete action.

For further help, doubts or queries, please feel free to reach out to us at extension.support@raysandreach.com.