CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive

CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive



Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive !


La version initiale comprend les changements suivants :
  • Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.
  • Il vous sera possible d'accéder à ce compte WorkDrive connecté via l'onglet "Documents", qui était précédemment optimisé par Zoho Docs.
  • Les pièces jointes ajoutées à un enregistrement CRM seront organisées dans des dossiers prédéfinis dans la section 'Mes dossiers' de l'utilisateur.

Configuration

Cette intégration se configure en une seule fois, lors de votre première connexion à votre nouveau compte CRM. Dans le cas où vous n'avez pas de compte WorkDrive existant, un nouveau compte WorkDrive sera créé et lié automatiquement à votre CRM. Si vous avez déjà un compte WorkDrive, une fenêtre contextuelle de configuration de WorkDrive s'affichera.


Bon à savoir

Après l'installation, il n'est pas possible de dissocier le compte WorkDrive associé à votre organisation CRM. Merci de faire preuve de prudence car il n'est actuellement pas possible d'inverser cette connexion, même de notre côté.

Onglet Documents

Dans Zoho CRM, l'onglet "Documents" constitue le répertoire central où les documents importants sont stockés, organisés et partagés au sein de votre organisation. Cet onglet était auparavant alimenté par Zoho Docs.


Les fichiers joints ajoutés aux enregistrements dans Zoho CRM seront automatiquement ajoutés aux dossiers du module correspondant dans l'onglet "Documents". Ces dossiers suivent une structure prédéfinie (Apps > Zoho CRM > Nom du module > Nom de l'enregistrement > Pièces jointes) et vous pouvez les trouver sous "Mes dossiers".


Bon à savoir

Sachez que vous ne pourrez voir que les pièces jointes des enregistrements dont vous êtes responsable. Vous ne pourrez pas ajouter, modifier ou supprimer des pièces jointes depuis WorkDrive ou l'onglet documents.
Dans cette première version, il existe les limitations suivantes;
  • Il n'est pas possible de partager ces pièces jointes avec des utilisateurs externes via l'onglet "Documents" ou WorkDrive.
  • Le fait de partager un enregistrement CRM permet à d'autres personnes de voir les pièces jointes correspondantes sur la page de détail de l'enregistrement, mais pas dans l'onglet "Documents" ou dans WorkDrive.
  • Les pièces jointes aux notes et aux e-mails ne seront pas ajoutées à ces dossiers.

Dossiers d'équipe pour la collaboration

La section "Dossiers d'équipe" sous l'onglet "Document" déploie la puissance de WorkDrive au sein de votre CRM.


Par exemple :
Si vous associez un compte WorkDrive existant, vous avez probablement déjà de nombreux dossiers d'équipe configurés. Il suffit de connecter ces dossiers à l'onglet "Documents " pour commencer à y accéder dans le CRM.
Les activités réalisées par les différents utilisateurs d'un dossier d'équipe peuvent également être suivies depuis le CRM.


Comment fonctionne l'accès à l'onglet "Documents" ?

Les administrateurs CRM peuvent réglementer l'accès à cet onglet en utilisant l'autorisation "Documents" dans leur profil.


L'accès aux dossiers d'équipe individuels peut être contrôlé en attribuant des utilisateurs, des groupes et des rôles CRM à des rôles de dossier spécifiques.

Les actions possibles pour les utilisateurs CRM varient en fonction des rôles qui leur sont attribués dans les dossiers d'équipe. L'image ci-dessous présente la liste des actions correspondant à chaque rôle.


Les utilisateurs non-CRM peuvent se voir accorder l'accès au même dossier d'équipe à partir du WorkDrive.


Disponibilité

Plan de lancement : Lancé pour les nouvaux abonnements dans tous les DC. Il sera activé pour les utilisateurs existants de manière progressive dans les mois à venir.
Éditions : Toutes les éditions
La migration s'effectue avec beaucoup de précautions en raison de l'importance du stockage des fichiers et des autorisations nécessaires. L'accès pour les clients existants commencera dans les mois à venir et de manière progressive.

L'équipe Zoho France


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • CRM - Astuce #5 : Effectuer des actions en masses

            Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en
          • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

            Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher
          • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

            Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,
          • CRM Blueprint #5: Glossaire

            Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,
          • CRM : Ajoutez de la couleur à vos balises CRM

            Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • email template

                                    How do I create and save an email template
                                  • Enhancements in Portal User Group creation flow

                                    Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • How do I filter contacts by account parameters?

                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                  • Can I add Conditional merge tags on my Templates?

                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                  • Zoho CRM button to download images from image upload field

                                    Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                  • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                    Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
                                  • How to create a Service Agreement with Quarterly Estimate

                                    Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
                                  • blank page after login

                                    blank page after logging into my email account Thanks you
                                  • Introducing the revamped What's New page

                                    Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                  • Updating Subform Record from other Form

                                    Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                  • Image Upload Field | Zoho Canvas

                                    I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
                                  • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                    This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                  • RingCentral/Zoho CRM integration

                                    Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM
                                  • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                    Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                  • Range names in Zoho Sheet are BROKEN!

                                    Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
                                  • The connected workflow is a great idea just needs Projects Integrations

                                    I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task
                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • Cant Save Gauge on Creator Page

                                    How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                  • Update application by uploading an updated DS file

                                    Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                  • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                    Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                  • Change Currency symbol

                                    I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                  • Auto Capitalize First Letter of Words

                                    Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                  • Follow-up emails via Workflow Automation not staying in the same thread

                                    Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                  • Client Script refuses to set an initial value in Subform field

                                    I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                  • Send / Send & Close keyboard shortcuts

                                    Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                  • Field Not Updating in FSM Script - Service and Parts module.

                                    Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                  • Zoho Social - Post Footer Templates

                                    As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                  • Zoho Expense - The ability to add detail to a Trip during booking

                                    As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
                                  • Simplified Call Logging

                                    Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                  • Week date range in pivot table

                                    Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
                                  • Help Center IFrame Issue

                                    I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                  • Staff rules

                                    Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                  • Comment Templates

                                    Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                  • [ZohoDesk] Improve Status View with a new editeble kanban view

                                    A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                  • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                    Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                  • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                    A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                  • Shared values: From classroom lessons to teaching moments in customer service

                                    While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                  • Export to excel stored amounts as text instead of numbers or accounting

                                    Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                  • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                    How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                  • Next Page