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

                                  • Signature issue

                                    Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks
                                  • mail admin not loading

                                    i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
                                  • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                    Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                  • Changing Account in Quote form does not update address information.

                                    I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
                                  • Zoho One Backup of entire account

                                    Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
                                  • ZIA in Zoho Cliq

                                    Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                  • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

                                    It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail
                                  • Unable to send Emails - 452 4.3.1 Temporary System Error

                                    Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"
                                  • I can't receive email

                                    I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.
                                  • Help for the alisa adding

                                    Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?
                                  • Problem with Writer and Workdrive

                                    Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to
                                  • Lite plan attachment said 250mb but actually 25mb ?

                                    Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too
                                  • Zoho Books | Product updates | August 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                  • Closing Accounting Periods - Invoice/Posting dates

                                    Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
                                  • Constant color of a legend value

                                    It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
                                  • Can no longer export as pdf

                                    In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
                                  • Option to Customize Career Site URL Without “/jobs/Careers”

                                    Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                  • Old vs New Value for Deleted Lookup Values

                                    Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently
                                  • Desktop app doesn't support notecards created on Android

                                    Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                  • customize payment page

                                    Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
                                  • Are Environments Worth It?

                                    In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from
                                  • Enhanced duplicate check for Leads in CRM

                                    Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
                                  • Pause(1);

                                    I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
                                  • Integration Request: Elementor

                                    Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
                                  • Vertical images displayed as horizontal

                                    Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
                                  • Ability to Change Visibility of Published YouTube Videos

                                    Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility
                                  • Adding anchor links in Zoho CRM email templates

                                    I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?
                                  • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                  • openUrl in blueprints

                                    My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
                                  • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                    Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    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: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • 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
                                  • Ability to Add YouTube Video to Playlist During Publishing

                                    Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has
                                  • Introducing Zoho Creator's 2025 Release Projection 2

                                    Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities
                                  • Sharing Form Ownership Among Multiple Users

                                    I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 
                                  • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

                                    Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween
                                  • Zia expands to China with native features and DeepSeek-powered generative AI features

                                    Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek
                                  • Email in each module

                                    We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.
                                  • 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
                                  • Introducing Skill-Based Ticket Assignment

                                    The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency
                                  • Next Page