File sharing with data request and syncronization with crm
I saw that it is possible to share a file through a link and request data entry (name, email, phone) for viewing / downloading the file.
When the data is entered, I would like to be able to create / updatea leads/contact on crm
it's possible? or is the stored data unusable?
PS: I created this link, https://tdrv.eu/RKizBf .
but I can't view it online but just download it ... is it a problem with your servers? or am I wrong something?
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
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 Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.