CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

Notes

Availability

Editions: All

DCs: All

Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months.



Help documentation:




Hello everyone!

We're excited to announce the first cut of Zoho CRM's native integration with WorkDrive! This highly anticipated release marks the first step in bringing together two of our most popular apps. Now, WorkDrive powers file storage for new CRM signups in all DCs.
 
The initial release includes the following changes:
  • You have the option to connect your CRM org with a current or new WorkDrive account.
  • Access this connected WorkDrive account seamlessly through the Documents tab, which was previously powered by Zoho Docs.
  • Attachments added to a CRM record will be automatically placed in pre-defined folders in the record owner's My Folders section.
First things first. Let's see how new users can set this up quickly!

Setup

Configuring this integration is a one-time process that happens when you first login to your new CRM account.

If you do not have an existing WorkDrive account, a new WorkDrive account will be created and linked automatically.
 
If you have a WorkDrive account, a Set up WorkDrive popup will appear.




You have two options:

  • Map an existing WorkDrive account.

  • Create a new WorkDrive account.

After setup, it is not possible to unlink the WorkDrive account associated with your CRM organization. Please exercise caution as we are currently unable to reverse this connection even on our end.

Documents tab 

In Zoho CRM, the Documents tab is the central repository where all business-related documents are stored, organized, and shared across your organization. Examples of the kinds of documents that are stored in the Documents tab include brochures, request for information (RFIs), invoices, comparison docs, presentations, forms, contract templates, product manuals, internal handbooks, and so on. It was previously powered by Zoho Docs.


As mentioned before, for new signups, this tab is now powered by Zoho WorkDrive. Apart from a more modern UI, every CRM user will now have access to two kinds of folders: My Folders and Team Folders.

My Folders for viewing attachments



Attachments added to records in Zoho CRM will be automatically added to folders in this section of the Documents tab. These folders will follow a pre-defined structure (Apps > Zoho CRM > Module Name > Record Name > Attachments) and you can find them under My Folders. Please note that only the attachments of records owned by you will be visible to you. You will not be able to add, edit, or delete attachments in WorkDrive or in the Documents tab.

In this first cut, we have the following limitations when it comes to attachments:

  • You cannot share these attachments to external users via Documents tab or WorkDrive.

  • Sharing a record allows others to view its attachments on the record detail page, but not in the Documents tab or WorkDrive. This also applies to non-owners with access to the record, such as higher roles in the hierarchy.

  • Attachments to notes and emails will not be added to these folders.

Team folders for collaboration



The Team Folders section in the Document's tab provides full access to the power of WorkDrive within your CRM. Let's look at some examples.


You can create team folders within the Documents tab. But if you are connecting an existing WorkDrive account, it is likely that you have a ton of team folders already created there. Simply connect these team folders to the Documents tab and begin accessing them in the CRM.



You can share a file with someone outside of your organization by creating an external share link in the Documents tab.



Activities carried out by various users in a team folder can also be monitored within CRM.



WorkDrive admin-related features like Admin Console can be accessed only from the WorkDrive side. You can click Open WorkDrive to quickly go there.



In short, the Documents tab will now function as a window into your WorkDrive account!

 

NotesIf you are on the free Essentials plan, you will not be able to access Team Folders from the WorkDrive side.

How does access to the Documents tab work?

CRM admins can regulate access to this tab using the Documents permission in a profile.


Individual team folders can have their access controlled by assigning CRM users, groups, and roles to specific folder roles.




The available actions for CRM users will vary based on the team folder roles they are assigned. See the image below for a list of actions corresponding to each role




Non-CRM users can be granted access to the same team folder from the WorkDrive side.




Cost and storage

Creating a new WorkDrive account automatically maps you to the Essentials plan, with 5 GB storage for the org and additional storage per CRM user license based on edition (512 MB/user license for Standard and Professional, 1 GB/ user license for Enterprise and Ultimate). This is free for all Zoho CRM editions. If your CRM account is linked to a paid WorkDrive plan, its storage limits will apply to file storage in CRM.

 

You can upgrade your plan or buy additional storage on the File Storage page in CRM.


In the File Storage page, non-inclusive storage details refer to files not currently included in your WorkDrive's storage plan. They will count towards storage soon. These are:

  • Templates

  • Files added to a record via the File Upload field

  • Images added to a record via the Image Upload field

  • Notes attachments

If you've integrated other Zoho apps to WorkDrive, their storage will be combined and displayed as the total storage in WorkDrive. No app-specific restrictions apply to this storage, as it is shared among all apps.

What's next?

Due to the extensive file storage and permissions involved, we are handling the migration work with great care. Access for existing customers will begin in the upcoming months in a phased manner. Please follow this post for updates related this enhancement.


Thanks and do share your feedback in the comments section below!



        • Recent Topics

        • Global Search Settings

          I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background

        • Card Location in Zobot

          Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.

        • Automation Series: Auto-create Dependent Task on Status Change

          In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

        • Languages in Zobot

          Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

        • Composite items inside of composite items; bill of materials needed

          Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

        • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

          This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security

        • Zoho CRM Layouts

          I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

        • Streamlining E-commerce Photography with AI Background Tools

          Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

        • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

          Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

        • hide resolution from help centre

          to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

        • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

          Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

        • Multiple upload field CRM

          I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

        • Sort by age

          It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!

        • Lookup Field Option Not Available in Customization

          Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field

        • Scheduled sending of a poll and its results

          Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?

        • Canvas View bug

          I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

        • Integrating Zoho Suite and apps more with Linux

          I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

        • Store Submitted Forms as PDF

          Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seem

        • System Components menu not available for Tablet to select language

          I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My

        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you

        • CRM->INVENTORY, sync products as composite items

          We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

        • Add an option to disable ZIA suggestions

          Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

        • What's new in Zoho Sheet: Simplify data entry and collaboration

          Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

        • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

          Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

        • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

          Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

        • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

          Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

        • Highlight a candidate who is "off limits"

          Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

        • Closing off tasks automatically based on project status

          Is there a way to close off all open tasks when a project is set as Cancelled?

        • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

          Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

        • Bridge the Gap Between your Service and Finance Teams

          In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

        • Direct URL to "View Record"

          I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

        • Live Chat for user

          Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

        • SalesIQ Chat Owner to CRM Lead Owner Mapping

          There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

        • Product line search in quotes

          Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

        • Storage Limits

          Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki

        • Zoho Recruit Community Meetup - London 🇬🇧

          Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

        • Power Pivot and Data Modeling functionality in Zoho Sheet

          When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

        • Global Search placement in the new UI

          Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

        • What's New - January 2026 | Zoho Backstage

          Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. As

        • Cliq on your mobile phone

          Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it. 

        • Next Page