Close
Microsoft OneDrive
Close and Microsoft Onedrive Integration
Seamlessly connect Close CRM with Microsoft OneDrive to streamline your sales workflow and keep all your documents organized in one place.
Seamlessly connect Close CRM with Microsoft OneDrive to streamline your sales workflow and keep all your documents organized in one place.
Our integration between Close and Microsoft OneDrive allows sales teams to automatically sync and manage files related to their contacts, deals, and communications. Easily attach OneDrive documents directly within Close, access important files without leaving your CRM, and ensure your sales collateral is always up to date and accessible.
Simply navigate to the integrations section in your Close account settings, select Microsoft OneDrive, and follow the prompts to authenticate and authorize access. Once connected, you can start attaching and syncing files immediately.
Yes, the integration enables you to browse and attach your OneDrive files directly within the Close interface, making it easy to share relevant documents with your team or clients without switching apps.
Files attached to contacts or deals in Close are linked to your OneDrive storage, ensuring that any updates or additions are reflected across both platforms for seamless collaboration.
Absolutely. Both Close and Microsoft OneDrive use industry-leading security protocols to protect your data, including encryption in transit and at rest, ensuring your information remains safe and private.
The integration supports all Microsoft OneDrive plans that allow third-party app connections, including personal, business, and enterprise accounts. Please ensure your account permissions allow integration setup.
