Egnyte Extension - Integrations - Online Help - Zoho CRM

Egnyte

Egnyte is an enterprise level file sharing and synchronization software. The Egnyte extension helps salespersons using Zoho CRM to store and track the files that are used everyday, like bills, invoices sand quotations. Once both the accounts are synced, all these files can be managed and sent to leads and customers with greater ease.

Availability
Profile Permission:
Users with Administrative profile can install this integration

Note
  • Only administrators can install this extension.
  • The extension will be available for standard and above editions of Zoho CRM, along with a free trial of 15 days.
  • Users are required to have an Egnyte account as well.
  • The email address used to sign in to Zoho CRM account and the Egnyte account should be the same.
  • The extension can be used with the Leads, Contacts, Accounts, Deals and Cases modules.

Install the extension

You can either go to the Zoho Marketplace and install the Egnyte extension or log in to your Zoho CRM account and install it.

To install it from within Zoho CRM
  1. Go to Setup > Marketplace > All.
    All the installed extensions will be listed.
  2. Click All Extensions, browse for Egnyte and click it.
  3. Click Buy Now.
    You will be redirected to the payments page, where you can purchase it. After purchasing a pop-up box will be displayed to install the extension.
  4. In the popup, click Install Now.
  5. Agree to the Terms of Service and click Install.



  6. In the Privacy Declaration box, read the statement and click Agree and Continue.



  7. In the Choose Users/Profiles section, select the users for whom the extension needs to be installed.
    • Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
    • Install for all users - The extension will be installed in CRM for all the users. Users need to have an Egnyte account, and be a part of the same domain to use this feature.
    • Choose profiles - The extension will be installed for the users in the selected profile. Choose this option, click Continue and then select the required profiles.



  8. Click Authorize to enable synchronization between the two applications.
    If you skip this step, you can later authorize from Settings > Setup > Marketplace > All. In the Egnyte extension details page, you can click Authorize.



  9. In the pop-up, specify your Egnyte domain name (eg:zykler.egnyte.com) and click Save and Authorize.
  10. Click Allow Access to grant Zoho CRM the access to Egnyte, so that you can upload and share files inside your CRM to your Egnyte account.


Sharing files between Zoho CRM and Egnyte

Whenever you create a contact or a lead in Zoho CRM, a folder will be automatically created inside your Egnyte account. You can then upload files to this folder and it will be listed under the related lists of your record.

To share files from Zoho CRM
  1. Go to the LeadsAccountsContactsCases or Deals modules.
  2. Click on a record to which you want to add or share documents.
  3. In the record's details page, click Add File to Egnyte.
    Your files will be automatically added to your Egnyte account in their respective sub-folders, from where you can view them separately.



  4. View files added in Egnyte.


Add files from Egnyte to Zoho CRM

  1. In Egnyte, click the module for which you want to store a file and create a sub-folder for the particular record.
  2. Add a file or folder in the designated location and it will show up in the related list of that particular record in Zoho CRM.

Uninstall the extension

When you uninstall the Egnyte extension, please note that all the data in Zoho CRM, related to Egnyte will be deleted on uninstalling and cannot be recovered.

To uninstall the Egnyte extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed.
  2. Browse for Egnyte and click the corresponding Uninstall link.



  3. Click Ok to confirm.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Dropbox

                                                            Dropbox is one of the most popular tools that simplifies creating, sharing and collaborating files from anywhere and with anyone. Running any business requires documents that needs to be shared and extension for Zoho CRM lets you access your Dropbox ...
                                                          • DocuSign

                                                            The DocuSign extension in Zoho CRM helps you send documents to your contacts and get them signed. This extension is supported for the Leads, Contacts, Accounts, Deals, Quotes, Invoices, Purchase Orders and Sales Orders modules. Apart from leads and ...
                                                          • Box

                                                            Box for Zoho CRM lets you share files and collaborate with your team to accelerate your sales cycle. Using the Box extension, sync, share, access, and manage all files associated with CRM records. Install Box You can either go to the Zoho ...
                                                          • Slack

                                                            When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
                                                          • Google Drive

                                                            Google Drive Extension for Zoho CRM allows your sales people to sync, share, access and manage files associated with records through Google Drive right within your CRM account. All attachments from your respective CRM records will be synced and ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources