Zoho Connect - WorkDrive Integration

Zoho Connect - WorkDrive 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.

Zoho WorkDrive’s integration for Zoho Connect unlocks access to your WorkDrive storage 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.

    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • Zoho Mail - WorkDrive Integration

                                                                                                    Zoho WorkDrive’s integration for Zoho Mail unlocks access to your WorkDrive storage in four ways: Insert files from WorkDrive WorkDrive's picker component in Zoho Mail allows the users to insert files from their WorkDrive account as an email ...
                                                                                                  • Bigin - WorkDrive Integration

                                                                                                    Businesses require you to exchange files with clients for various purposes. Confidentiality of the clients' documents is the utmost priority for any business. The File Cabinet topping in Bigin, powered by WorkDrive, helps you to send and receive ...
                                                                                                  • 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 Important: Only the stable version of the Desktop TrueSync app will be deployed for auto-update. Subsequent ...
                                                                                                  • 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 ...
                                                                                                    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