Zoho CRM and Microsoft OneDrive Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Create Folder

Create a new folder in a drive.

Create Link

Create a sharing link for a DriveItem.

Download File

Download a file stored in OneDrive.

Find File by Name

Search for a file or folder by name.

Get File by ID

Retrieves a file by ID.

Get Table

Retrieve a table from an Excel spreadsheet stored in OneDrive

List Files in Folder

Retrieves a list of the files and/or folders directly within a folder.

Upload File

Upload a file to OneDrive.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Zoho Crm and Microsoft Onedrive?

Our Zoho CRM and Microsoft OneDrive integration enables you to effortlessly sync, store, and manage your CRM documents directly within OneDrive. Access customer files, contracts, and sales collateral without leaving your CRM, ensuring your team stays organized and efficient. Automate file backups, share documents securely, and collaborate in real-time to accelerate your sales cycle.

Frequently asked questions

How does the Zoho CRM and Microsoft OneDrive integration work?

The integration links your Zoho CRM account with Microsoft OneDrive, allowing you to save, access, and manage CRM-related documents directly in OneDrive. Files attached to CRM records are automatically synced, ensuring your data is always up-to-date and accessible.

Can I access OneDrive files from within Zoho CRM?

Yes, once integrated, you can view and manage your OneDrive files directly from Zoho CRM records, making it easy to find and share documents without switching platforms.

Is my data secure when using this integration?

Absolutely. The integration uses secure authentication protocols and respects both Zoho and Microsoft’s security standards to ensure your data remains protected at all times.

Does the integration support automatic backups of CRM documents to OneDrive?

Yes, you can configure automatic syncing of your CRM documents to OneDrive, ensuring your files are backed up and accessible even if you’re offline or switching devices.

What are the benefits of integrating Zoho CRM with Microsoft OneDrive?

This integration centralizes your document management, improves collaboration, reduces manual file handling, and enhances data security — all while saving time and increasing sales team efficiency.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Microsoft Onedrive?

Frequently asked questions

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