WorkDrive - Zoho Connect Integration

WorkDrive - Zoho Connect Integration

Zoho WorkDrive is a content collaboration platform for individuals or teams to store, share, and manage files in one place. Zoho Connect, a business communication tool, helps the entire organization to share ideas, hold real-time discussions, and work together.

WorkDrive allows its users to access their stored data, while accessing Zoho Connect in two ways.
  1. By inserting files from WorkDrive within Zoho Connect.
  2. By adding files directly to the WorkDrive storage from Connect.

Insert files from WorkDrive within Zoho Connect 

Users are allowed to pick files from WorkDrive within Zoho Connect. In this case, the files will be inserted as links and the properties of the link, and the data can be accessed by the users depending on the sharing permissions chosen during the publish.
When a file is attached as a link, the team members and external users will only have access to the latest version.

To insert files from WorkDrive in Connect:
  1. At the top of your My Feeds page in Zoho Connect, click on the rich text editor to make a Post.
  2. Click the paper clip icon below the editor. The File Picker page will open.
  3. Click on the Zoho WorkDrive tab at the top to access your WorkDrive storage.

  4. Select the required files from your WorkDrive account, and click Pick at the bottom.
  5. A pop-up box carrying three options on who can access the files you are about to share to the Connect post will appear:

  6. Member with access permission in Zoho WorkDrive - Users who have existing permission to access the file can only access the file when you share the file in the Connect post.
  7. Members of the same team in Zoho WorkDrive - Only the members of the same team can access the file. In this case, you will have to choose one of the following file access levels: View, Edit' or View and Comment.
  8. Anyone on internet - Everyone who can access this Connect post will have full access to the file.

Add files to WorkDrive from Zoho Connect

Users are able to save the attachment files from any Connect conversations directly to their WorkDrive storage.

To add files to WorkDrive from Zoho Connect:
  1. Log in to your Zoho Connect account.
  2. Go to the Attachment viewer on any Connect post, and locate the attachment you want to add to your WorkDrive account.
  3. Click the More options icon.

  4. Click Add to Cloud to open the File Uploader page.
  5. In the Zoho WorkDrive tab, select the destination folder to add the file.

  6. Click Add at the bottom to save the file to your WorkDrive account.
Only members with Admin, Organizer, and Editor roles can add files from Zoho Connect to a WorkDrive Team folder.
    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





                       
                      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

                                                                            • WorkDrive - Zoho Mail Integration

                                                                              WorkDrive allows its users to perform multiple functions while using Zoho Mail. There are three ways one can access their WorkDrive storage while accessing Zoho Mail: Using WorkDrive Picker component to pick files from WorkDrive storage. Using ...
                                                                            • WorkDrive Essentials plan for teams

                                                                              Zoho WorkDrive is an online file management and collaboration platform for teams and individuals. WorkDrive is available as a standalone product as well as part of various app bundles, such as Zoho One, Workplace, Remotely, and Zillum. WorkDrive's ...
                                                                            • WorkDrive TrueSync - Release Notes

                                                                              Download the latest TrueSync app (Windows & Mac OS) Supported OS versions: For Windows: Windows 7 & above For Mac: OS X 10.14 and above Version 3.5.32 [May 2022] Optimization for faster file uploads Bug fixes and enhancements Version 3.5.29 [April ...
                                                                            • WorkDrive for Gmail Add-on - Installation Guide

                                                                              Gmail personal users can install the add-on directly from the Google Workspace Marketplace. For Google Workspace users (formerly G Suite), Admins can either install the WorkDrive for Gmail add-on for their team or allow users to install it ...
                                                                            • WorkDrive Sync - Overview

                                                                              Zoho WorkDrive Sync for desktop lets you sync files in Zoho WorkDrive web to your computer, and vice versa. All your files will be downloaded to your computer and be in sync with the web app. You can work on your files offline which will get updated ...
                                                                            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