CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

Release plan: 

Gradual rollout to customers without file storage add-ons, in this order: 
1. Standalone CRM 
2. CRM Plus and Zoho One 

DCs: All | Editions: All 

Available now for: 

- Standalone CRM accounts in Free and Standard editions without file storage add-ons (All DCs).
- Standalone CRM accounts in Professional edition without file storage add-ons (All DCs).
This will be rolled out to accounts with other editions in the future. Please check this section for updates.

Hello everyone,

A modern user interface, advanced file management capabilities, and more economical storage are now available within your CRM.
Newer signups have been enjoying this experience for a while, as mentioned in this announcement. Now you can access it as well.
  1. Schedule the migration by choosing a WorkDrive account and picking one of the available slots. These are the two actions required from your side.
  2. At the scheduled time, the migration will happen automatically. Your files and folders in the Documents tab and record attachments will be moved to WorkDrive.
  3. When the files and folders in your Documents tab are being migrated, the Documents tab will be inaccessible. You can access the rest of the CRM throughout the migration process.
We know this took longer than expected, but we had to proceed with caution when replacing such fundamental technology in Zoho CRM. We appreciate your patience during the previous few months.

How do I do migrate?

  1. If you're an account admin, you'll see a pop-up when you log in.
  2. Pick an open time slot and read the pre-migration guide.
  3. Select the WorkDrive account you want to link to the CRM. If you don't have one, a free WorkDrive account with the Essential plan, with storage of 5 GB for the organization and additional storage per CRM user license based on edition (512 MB/user license for Standard and Professional, 1 GB/ user license for Enterprise and Ultimate), will be created and connected to your CRM.


You can schedule/re-schedule/cancel the migration by navigating to Setup > Data Administration > Storage > File Storage.

All admins can expect email and in-product notifications when:
  1. The migration is scheduled, re-scheduled, or canceled.
  2. The migration starts.
  3. The migration is complete for files and folders in the Documents tab.
  4. The migration is complete.
For more information about the process and FAQs, please refer to our help document.

What happens at the time of migration?

  1. You can continue working in the CRM; the process will happen in the background.


  2. The Documents tab will be inaccessible when its files and folders are being migrated. Admins will receive a notification when this is completed.


  3. You can check the status of the migration at any time.


  4. You'll receive a notification once the migration is completed.


I'm an existing user, but I don't see this option. Why?

  1. This is being released for existing users in phases.
  2. Right now, it's available for those using the standalone CRM (i.e., not CRM Plus or Zoho One users) and have not purchased any storage add-ons.
  3. If you're a Zoho One user, a CRM Plus user, or a CRM user who has purchased storage add-ons, we're working on rolling this out to you soon.

I'm an existing user and I'm using the old WorkDrive extension. What should I do?

We've removed the old extension from the Marketplace because future updates will be made to this new CRM-WorkDrive integration alone. But we understand that you may have complex workflows built on the old extension. You can continue using the old extension alongside the integration to avoid disruptions in such cases.

To learn more, please refer to our help document.


Thanks, and please share your feedback/queries in the comments section!

    • Recent Topics

    • cannot be able to add user

      Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now

    • Changing an existing item to different accounts & inventory-tracked

      Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

    • Bookings duration - days

      Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

    • Empty folders are now appearing in the sidebar...

      ...and the folder list is now auto-collapsed by default with no way to change. Neither of these recent updates are useful or user-friendly. ==================== Powered by Haiku https://www.haiku.co.uk ====================

    • big 5 accounts

      how do you find what accounts are listed as Big 5 ?

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

      I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

    • How to add interviews through API

      I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row

    • Can't scroll the page down unless I refresh the page

      Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the

    • Offer already made- but I withdrew it

      I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

    • Control the precision of answer bot responses

      Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.

    • Rebrand your CRM with the all-new custom domain mapping setup

      UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • Sender Email ID is duplicate

      My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please help

    • 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

    • Building Toppings #6 - Install and uninstall actions

      Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll

    • New UI in Zoho One CRM

      Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.

    • App like Miro

      Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Product Request: Send email to Secondary email

      Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

    • Logic for sending to a non-primary email address

      Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny

    • How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

      We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling

    • Keeping track of project expenses

      I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

    • Mailbox delegation - A secure way to enable collaboration

      Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing

    • Canvas View bug

      I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

    • Export blueprint as a high-resolution PDF or image file

      This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or

    • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

      Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

    • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

      Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから：https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント（Zia）のリアルに使える実例を知る

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • One Support Email Managed By Multiple Departments

      Hello,  We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

      Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Department Overview by Modified Time

      We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

    • Next Page