Introducing the Egnyte extension for Zoho CRM

Introducing the Egnyte extension for Zoho CRM



Hello Zoho CRM Community,

How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your workflow and productivity?

What if you could access a cloud storage system right from your CRM account with a single tap? The Egnyte extension for Zoho CRM seamlessly integrates file management into your CRM, eliminating the need for multiple tools in your system.

Access, organize, and share documents right from your CRM, allowing you to focus on your customers and grow your business!

Why Egnyte?

Egnyte is a cloud-based file management and collaboration platform that provides a simple, secure, and efficient way to share files and collaborate with customers. Integrating Egnyte with Zoho CRM streamlines document management with secure and seamless file access, sharing, and collaboration. With this Egnyte extension, you can:
  • Access and manage documents directly within Zoho CRM without switching between applications.
  • Keep files up to date with automatic synchronization between Zoho CRM and Egnyte.
  • Upload files and folders from Zoho CRM modules like Leads, Accounts, Contacts, Deals, and Cases directly to Egnyte.
  • Assign access permissions to specific customers, allowing them to view and edit required documents.

How does this extension benefit your business?

Information buried in digital content is every team's most important asset. The Egnyte extension for Zoho CRM helps your teams manage their files more efficiently.
  • Sales teams: Keep customer interactions seamless by attaching proposals, contracts, and product documents under the relevant modules.
  • Customer support teams: Attach troubleshooting guides, manuals, or case-related documents in the Cases module for quick reference and issue resolution.
  • Marketing teams: Store and share campaign assets, brochures, and presentations directly within Zoho CRM for seamless collaboration.
  • Legal teams: Keep agreements and compliance documents organized and accessible under relevant client records.
Other teams can also use the Egnyte integration to streamline their document management processes.

How to get started

Ready to transform the way you manage your files in Zoho CRM? Purchase the Egnyte extension for Zoho CRM and experience seamless file management. Need more information? Take advantage of the 15-day free trial to explore its features. To learn more about this extension and straightforward installation process, refer to the help documentation.

If you want to explore similar extensions to find solutions for your unique business needs, head over to Zoho Marketplace.

Your feedback is valuable to us! Share your thoughts on this extension at support@zohomarketplace.com and help us build more meaningful and solid solutions.

If you need assistance or have any questions, don't hesitate to drop a comment below—we're always here to help!

    • Recent Topics

    • Request for Auto PO - Min–Max based Automated Purchase Feature

      Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

    • Masters in UK – Experiences, Universities, and Career Outcomes

      This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse

    • Export your notes from Notebook!

      Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

    • Prepopulating Fields

      Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

    • Unable to sort as Descending order

      Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • Can I change the format of the buttons in the email templates?

      Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

    • issue with deluge script

      i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

    • Introducing LinkedIn Apply Connect for Zoho Recruit

      Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

    • Recruit paid support?

      Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

    • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

      We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

    • Ticket Status email

      Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

      I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

    • Future Orders - Due Date

      Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • GPS tracking only or Check out facility

      Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

    • HTML Tags added to Reports with Notes

      Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Appraisals on Employee Information Profile

      Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

    • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

      Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

    • Kaizen #220: Actions API - Webhooks APIs - Part 2

      Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • Canva Integration

      Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

    • Manage your invoices from Bigin's mobile app (iOS)

      Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

    • HubSpot CRM to Zoho Creator Integration

      I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accessibility controls and multilingual captcha authorization for Help Center users ​

      Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

    • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

      Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency

    • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

      La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

    • Zoho Desk Limitations

      Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • Copy, Paste, Highlighted text

      when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

    • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

      "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

    • Publish to LinkedIn via API

      Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

    • Next Page