Egnyte for Zoho CRM | Online Help | Zoho CRM

Egnyte

Egnyte is an enterprise-level file sharing and synchronization software. The Egnyte for Zoho CRM extension helps salespeople to store and track the files they use daily, such as bills, invoices, and quotations. Once the Egnyte and Zoho CRM accounts are synced, all of these files can be easily managed and sent to leads and customers directly from Zoho CRM.

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

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

Installing the extension

You can install the extension either from the Zoho Marketplace and or log into your Zoho CRM account and install it.

To install from Zoho CRM:
  1. Go to Setup > Marketplace > All.
    All the installed extensions will be listed.
  2. Click All Extensions, then browse for and click Egnyte.
  3. Click Buy Now.
    You will be redirected to the payments page, where you can purchase it. Once the payment is done, a pop-up 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.
    1. Install for admin only - The extension will be installed only for the users with the administrator profile.
    2. Install for all users - The extension will be installed for all users. Users need to have an Egnyte account, and be a part of the same domain to use this feature.
    3. Choose profiles - The extension will be installed only for the selected users. Choose this option, click Continue, then select the required profiles.
      Once the extension is installed, a webtab Egnyte Settings will be created.

  8. Click Authorize to enable synchronization between the two applications.
    If you skip this step, you can later authorize from Settings > Setup > Marketplace > All. On 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 access to Egnyte.

Setting up the extension

The extension creates base folders in Egnyte for all the supported modules of Zoho CRM only when a record is created after installation. A subfolder will be created for every record of those modules and the folder name will be the Full Name of that record for Contacts and Leads modules, Account Name for Accounts module, Deal Name for Deals module, and Case Number for Cases module. For Contacts and Leads, this folder name can be customized to other field names.

To customize the folder name:
  1. Click on the Egnyte Settings webtab.
    The
    Settings page will open.

  2. Under Customization Settings, select the CRM Field Name for Contacts and Leads.
    The selected field name in Zoho CRM will be the folder name in Egnyte for those records in Contacts and Leads module.
  3. Click Save.
  4. Under Events log, all the customization settings made to the Contacts and Leads modules will be recorded.

Note: After the custom settings are done, the folder name change will reflect in Egnyte only after accessing add file to Egnyte, until then the old name will be retained in Egnyte.

Uploading files to Egnyte from Zoho CRM

Whenever you create a record in the Contacts, Leads, Accounts, Deals, and Cases modules of the Zoho CRM, a folder for that record will be automatically created inside your Egnyte account. You can then upload files to this folder; it will also be listed under the related list "Egnyte Files" of your record.
  1. Go to the Leads, Accounts, Contacts, Cases 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.

  4. In the pop-up, any files added for the record already will be listed.
  5. Click Add File.
  6. Select the files to be added from your computer and click Open.
    Your file will be added to Egnyte.

  7. You can even create a sub-folder for the record by clicking Create Folder.
  8. Enter the folder name and click Create.

All the files added will be listed in the related list of that particular record in Zoho CRM.

Uninstall the extension

When you uninstall the extension, please note that all the data in Zoho CRM related to Egnyte will be deleted 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 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
      Redefine the way you work
      with Zoho Workplace

        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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              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

                                                                                      The Google Drive extension for Zoho CRM allows the sales reps to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the associated Google ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      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