Discover the Power of Zoho CRM - SharePoint Integration

Discover the Power of Zoho CRM - SharePoint Integration



Dear Users,

We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.

Assume you are using Microsoft SharePoint to organize the documents and store them in separate folders for each department. On the other hand, you use Zoho CRM to handle all business activities, such as contact and lead management, product and inventory management, invoicing and bills, and customer care.

In this case, an integration between Zoho CRM and SharePoint could offer more benefits. By integrating these two apps, your teams, such as sales and support professionals, can access data from both platforms in a single, centralized location. The data fields between the two applications can be mapped automatically, eliminating the need for manual data entry and mitigating the possibility of errors.

With that said, we present you the SharePoint extension for Zoho CRM, which integrates your Microsoft SharePoint account with your Zoho CRM. This extension brings you the following benefits:
  • Improved Collaboration - By centralizing all relevant data and documents in one platform, it becomes easier for team members to access, edit, and share information, leading to enhanced teamwork efficiency.
  • Increased Data Security - Organizations can safeguard customer data by limiting access to authorized personnel, preventing unauthorized entry and potential data breaches.
  • Simplified and Streamlined Sales - Sales representatives can seamlessly navigate through leads, contacts, and deals, while accessing pertinent documents directly from within the CRM system itself, resulting in improved productivity and shortened sales cycles.
  • Personalized Customer Interactions - Business support personnel can efficiently access customer information and related documents at a unified place so they can offer tailored solutions or recommendations based on specific requirements.
Interested in using the extension? You can buy it from Zoho Marketplace. If you want to learn more before making a purchase, don't worry, as you'll get a 15-day free trial to explore the extension.

Please read our help documentation to learn about configuring the integration and other important details. For more similar extensions, you can explore Zoho Marketplace.

If you have any questions, please leave a comment below or contact us at support@zohomarketplace.com. We will gladly assist you!

    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ








                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How to edit a cancellation reason

                                                                                                    We are trying to improve our cancellation reasons so we can better understand why customers are cancelling. Our list of reasons has improved as we have studied the matter. I would like to update the reasons for past cancellations, but I can't find anyplace
                                                                                                  • Line Level Markups When Creating Quotes

                                                                                                    It would be amazing if we could add line-item-level Markups for items and non-listed items when creating a Quote. I know Pricelists exist but they don't work the best for a quick quote with changing items and different Markups.
                                                                                                  • Customer Portal Users Metrics

                                                                                                    Hi, Is there any way to know who and when a specific customer portal user accessed? without having to use the metrics page.
                                                                                                  • New Agent Creation - Not Receiving Activation Email

                                                                                                    I created multiple new agents within Zoho Desk with no issue. Everyone one of them received the activation email except one. The email is correct and confirmed multiple times. It is not located in the Spam folder. I withdrew the activation and recreated
                                                                                                  • Client Script | Update - Introducing Subform Events and Actions

                                                                                                    Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
                                                                                                  • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

                                                                                                    Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
                                                                                                  • Is it possible to load a Module with a filter pre-applied by the URL?

                                                                                                    In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing
                                                                                                  • How do you send an email to a customer from Zoho Desk?

                                                                                                    I have pulled up a customer record and I click the email icon and the email address, nothing happens.... Email attached of where I am.  Is there a different way to send an email?
                                                                                                  • Can we turn off archiving views?

                                                                                                    Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.
                                                                                                  • PO receive limitations

                                                                                                    It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
                                                                                                  • Customer Parent Account or Sub-Customer Account

                                                                                                    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                  • Zoho Workdrive file versions

                                                                                                    Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285
                                                                                                  • Attachment Template as PDF from Another Form Zoho Creator

                                                                                                    Hi Everyone, have a good day. I have question, below my script for put the attachment into email. But my template PDF from another form ("Form B"). I get errror because template PDF not exist in the form "Alasan Reject". The form name for example "Form
                                                                                                  • Unchecked an option in a checkbox when another option is checked

                                                                                                    Hi, in a Creator form, I have around twenty checkbox fields, named for example "cb1", "cb2", "cb3", etc... Each of these fields have two options: Done and N/A. I would like to be able to for each field, if I check "Done", "N/A" is unchecked, and if I
                                                                                                  • How to Set filter OR, AND?

                                                                                                    Hi, I'm struggling with a data filtering problem. In Subform I have two fields of type Lookup (multiselect). First field. Ingredient, has links to the secound filed Function. I want to set the filter to in secound field Function. ID equals input.Ingridient,
                                                                                                  • Allow customer to select meeting duration

                                                                                                    I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.
                                                                                                  • Conditional Layouts On Multi Select Field

                                                                                                    How we can use Conditional Layouts On Multi Select Field field? Please help.
                                                                                                  • Tip #10: Various time zone settings on the bookings page

                                                                                                    Managing appointments across different time zones has become an integral part of our daily lives. Whether you're arranging a global business meeting or expanding your consultations to other countries, the ability to adapt to various time zones is crucial.
                                                                                                  • Canva Integration

                                                                                                    Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                  • Issues with Calendar .ics Files Attached in Customer Email Notifications

                                                                                                    Hello, Thank you for recently adding .ics files as attachments in confirmation emails generated by Zoho Bookings; however, it seems that there are some issues with the new feature, particularly in the email notifications sent to customers: If a booking
                                                                                                  • Zoho Assist no longer works using VPN

                                                                                                    I have been using Zoho assist for a bit longer than a year. I have been using the VPN Private Internet Access for even longer.  For the first year of using Zoho assist I could remote into a pc, turn on a vpn, it would disconnect but then reconnect my
                                                                                                  • Kiosk can't merge picklist or multiselect

                                                                                                    There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                                                                                  • Downloading Image from Subform using Deluge (invokeUrl) - Data Mismatch / Connection Issues

                                                                                                    Hi Zoho Community, I'm struggling to download an image from a subform in Zoho Creator using Deluge and then attach it to a Zoho CRM Deal record. I've been working on this for a while, and I'm encountering issues that I believe are related to either data
                                                                                                  • Why hasn't Zoho CRM For Everyone been rolled out?

                                                                                                    I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is good
                                                                                                  • WorkDrive API Documentation

                                                                                                    WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
                                                                                                  • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

                                                                                                    We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
                                                                                                  • Notification sender email is coming from Zoho, not from my domain

                                                                                                    Hello, I have Zoho Desk configured to use "From address" as my domain support email i.e. support@ mydomain.com (email is verified) , we send automatic notification to contact (customer) when they submit a new ticket. Yet the notification email is sent
                                                                                                  • Recovering deleted notebook

                                                                                                    I am not sure what happened to one of my notebooks, might of deleted it. I did empty the trash without looking. Is there a way of recovering it?
                                                                                                  • Which WhatsApp API works seamlessly with Zoho CRM?

                                                                                                    I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
                                                                                                  • Auto Reply on Zoho Desk

                                                                                                    Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?
                                                                                                  • Re-create auth token

                                                                                                    I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?
                                                                                                  • Client Can't View Ticket

                                                                                                    Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed
                                                                                                  • Boost Customer Experience: Let Visitors Choose Their Preferred IM Channel in Your Chat Widget

                                                                                                    We have an exciting enhancement coming your way. Pushing the perimeter has always been our thing, and we have come up with yet another enhancement for your Zoho SalesIQ live chat. Did you know your live chat can support more than chats and calls? That's
                                                                                                  • Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism

                                                                                                    The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted
                                                                                                  • Issue Saving Workflow Rule – "Unable to Process Your Request" Error

                                                                                                    Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when
                                                                                                  • Multiple Blueprints on different fields at the same time.

                                                                                                    It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
                                                                                                  • Chat window do not auto scroll on Firefox for mobile.

                                                                                                    The chat window doesn't auto-scroll when typing, and the phone's keyboard covers what the visitor is typing until they manually scroll. This happens in Firefox for both Android and iOS, regardless of the device. It's not a good user experience as you
                                                                                                  • More admin control over user profiles

                                                                                                    It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures Themes  Although we can guide our users on the branding style they should adhere to, administrators really don't have any control over user profiles once they have been created.  At this stage I will have to spend time going in to each Zoho
                                                                                                  • Zoho CRM's new Homepage component: See all your activities in one powerful view!

                                                                                                    Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
                                                                                                  • Identifying a collegue in remark section - Zoho CRM

                                                                                                    When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!
                                                                                                  • Next Page