WorkDrive and CRM not in sync

WorkDrive and CRM not in sync

1/ There is a CRM file upload field with WorkDrive file set as the source:


2/ Then the file is renamed in WorkDrive (outside CRM):

3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here is record edit screen):


I suspect this is by design? If so, the usability of such "deep integration" is questionable as it might lead to errors as users might end up working with incorrect information presented in CRM.

Any thoughts?

      • Sticky Posts

      • Free Webinar - Digital signatures for digital contract management with Zoho CRM

        Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
      • New User Interface for your Email integration in Zoho CRM

        Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
      • Fetching leads from Zoho CRM into Zoho Creator, automatically

        I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

        • Recent Topics

        • Rich-text fields in Zoho CRM

          Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce
        • Add Large Lists to Choice-Based Field Rules

          Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks Dan
        • Email-Data Synchronization with Zoho Analytics

          Hello, Enterprise Support Community! We're excited to announce the availability of Email Data Synchronization with Zoho Analytics! This highly requested enhancement allows you to sync email data from Zoho CRM into Zoho Analytics, making it easier to analyze
        • Zoho - shopify sales order - invoicing

          we have integrated zoho with shopify. so now , when an order comes through shopify-it raises a sales order in zoho. And at this time- the inventory goes down in shopify, according to the sale. Then we manually convert the sales order to an invoice, and
        • Enable Replenishments Option not Available

          I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in Zoho
        • Kiosk Page Refresh

          We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
        • [Solution] Analyze, Act and Automate with Drill Actions

          Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, finding
        • Building extensions #6: Handling modal boxes to enhance user experience

          In our previous post, we explored creating custom graphical user interfaces using widgets. In this post, we'll learn about enhancing user experience through modal boxes. What is a modal box, and where is it used? A modal box is essentially a widget interface
        • Improve User Onboarding in Zoho Projects with Zoho DAP

          Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
        • Zoho Social API for generating draft posts from a third-party app ?

          Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
        • Your CRO data is now on your AI Assistant: PageSense is live on Zoho MCP

          Hello Everyone, We are excited to announce Zoho PageSense is now live on Zoho MCP servers. Here is what that means for you. Every answer about your website lives behind tons of data across different modules. Which test is winning. Where visitors bail.
        • Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign

          Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users
        • delete a user on Zoho Desk

          Kindly I Need help to delete a user on Zoho Desk but I deactivated but not deactivated with licenses so what can I Do?
        • Unable to open Attendance Regularization request, reason?

          Unable to open Attendance Regularization request.
        • What's New in Zoho Inventory | June 2026

          Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can
        • Tax/Vat Number Field As Standard - Customer & Vendor

          Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,
        • Zoho CRM - Feature Request - Conditional Lead Conversion

          Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because the
        • Zoho CRM Approval Process based on Field Update

          Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval
        • Free webinar: Automate signature workflows with Zoho Sign and Zoho WorkDrive

          Hi there! Are you still storing and managing physical paperwork before and after signing? This traditional method is bulky, costly, and impractical at scale. Attend our free webinar to learn how you can connect Zoho Sign, our digital signature app, with
        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
        • Leave request problem on mobile phones

          Hello, When any employee attempts to submit a leave request on an Android or iOS phone, the error shown in the attachment appears. How can we solve this problem?
        • [Webinar] Digitizing forms and form-based workflows

          Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templates
        • Multi-currency and Products

          One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
        • Price Book in foreign currency

          We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM
        • Assign Price Book to Accounts (again!)

          I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price
        • Remove "Subject" as a required field on quotations

          Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,
        • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

          Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add
        • Tip #7 - Siri shortcuts in Zoho CRM

          Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automatically
        • Text/SMS With Zoho Desk

          Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
        • Need complete Zoho Commerce theme ZIP example and safe staging workflow

          I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • Mobile
        • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

          Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
        • Error 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)

          When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I get
        • HR Helpdesk Cases

          We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.
        • i need active of my whatsapp business number in zoho

          i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything else
        • Sub-Form Padding in CSV Export

          Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
        • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

          Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
        • Analytics Dashboard User Filters Default Value

          User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.
        • Microsoft is retiring Exchange Web Services (EWS): Here's what it means for Zoho Mail users

          Microsoft has officially announced the retirement of Exchange Web Services (EWS) for Exchange Online. If your organization is planning to migrate from Microsoft 365 to Zoho Mail, you may be wondering what this change means for you. The good news is that
        • Zoho Writer page break in a merge repeating region always adds an unwanted blank page

          Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank
        • Next Page