"Effortlessly Sync SharePoint with Zoho CRM for Enhanced Collaboration and Efficiency"

SharePoint Sync for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "SharePoint Sync"
  3. How to install "SharePoint Sync for Zoho CRM"
  4. Setting up OAuth Authorization with Microsoft 365
  5. A related list "SharePoint" has been added with this integration in the Leads, Contacts, Accounts, Deals, and Vendors modules
  6. How to sync the files from SharePoint to Zoho CRM and ViceVersa
  7. Support

Prerequisites

  1. You must be Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher is required.
  3. You should have a Sharepoint Account.

Key Features of "SharePoint Sync"

  1. Seamlessly synchronize data between Zoho CRM and SharePoint across multiple modules like the Leads, Contacts, Accounts, Deals, and Vendors.
  2. Enable bidirectional synchronization, ensuring that updates made in either Zoho CRM or SharePoint are reflected in both systems, keeping data consistent and up-to-date.
  3. Upon integrating the extension, a related list will be generated across the Leads, Contacts, Accounts, Deals, and Vendors modules.
  4. Effortlessly manage documents associated with CRM records by syncing them with SharePoint, providing a centralized repository for easy access and collaboration.
  5. Customize the mapping of fields between Zoho CRM and Sharepoint to ensure that the right data is synced accurately and according to your specific business needs.
  6. Improve efficiency by centralizing data management and document storage, reducing the need for manual data entry and ensuring consistency across platforms.
  7. Enhances search capabilities by enabling users to search for documents and records stored in both Zoho CRM and SharePoint from a unified interface.

How to install "SharePoint Sync for Zoho CRM"

1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. under All extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "SharePoint Sync for Zoho CRM."
    Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now."
    If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."



1. Choose one of the following, then click Confirm:
  1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
  2. Install for Users only - The extension will be installed in CRM for all users.
  3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
          The extension will be installed automatically for specified users.



There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.


Setting up OAuth Authorization with Microsoft 365

  1. To begin, you need a Microsoft 365 account.
  2. To authorize the account press the authorize button.
  3. Enter the Microsoft 365 account 'Username' and 'Password.'
  4. Then you can access to Zoho CRM data.







Lead Module

You can access the SharePoint integration as a related list within the Leads module.



Contacts Module

You can access the SharePoint integration as a related list within the Contacts module.



Accounts Module

You can access the SharePoint integration as a related list within the Accounts module.



Deals Module

You can access the SharePoint integration as a related list within the Deals module.



Vendors Module

You can access the SharePoint integration as a related list within the Vendors module.



How to sync the files from SharePoint to Zoho CRM and ViceVersa

Upon installing the "SharePoint Sync for Zoho CRM" extension, it's necessary to link your Microsoft 365 account with Zoho CRM. This connection is essential for accessing files in both SharePoint and Zoho CRM.

Following the integration, the SharePoint Sync for Zoho CRM extension will display the accessible sites in the settings widget. You'll have the option to select the site where files or documents will be stored. By default, upon mapping the chosen sites in SharePoint, a folder named "Zoho CRM" will be created. You can customize module mapping as needed. To store documents or files, select a specific field, and they will be stored accordingly. You have the flexibility to map modules such as Leads, Contacts, Accounts, Deals, and Vendors based on your preferences.

Based on your requirement the modules and paths had mapped accordingly.













Leads Module

To upload documents or files, go to the Leads module. On the left side of the screen, you'll find the "SharePoint Files" related list. Click on this related list to access the component. Within this component, you can view the SharePoint File Path, allowing you to see where the documents or files will be stored. You can attach multiple files simultaneously. You'll also see details such as "File Name," "File Type," "Modified By," "Created On," "Modified On," and "Size" of the document or file. Adding or deleting documents/files can be done from either Zoho CRM or SharePoint. 

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in separate window.
 - This symbol represents the download. You can download the documents or files.
 - This symbole represents the delete. You can delete the documents or files.



Contacts Module

To upload documents or files, go to the Contacts module. On the left side of the screen, you'll find the "SharePoint Files" related list. Click on this related list to access the component. Within this component, you can view the SharePoint File Path, allowing you to see where the documents or files will be stored. You can attach multiple files simultaneously. You'll also see details such as "File Name," "File Type," "Modified By," "Created On," "Modified On," and "Size" of the document or file. Adding or deleting documents/files can be done from either Zoho CRM or SharePoint. 

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in separate window.
 - This symbol represents the download. You can download the documents or files.
 - This symbole represents the delete. You can delete the documents or files.



Accounts Module

To upload documents or files, go to the Accounts module. On the left side of the screen, you'll find the "SharePoint Files" related list. Click on this related list to access the component. Within this component, you can view the SharePoint File Path, allowing you to see where the documents or files will be stored. You can attach multiple files simultaneously. You'll also see details such as "File Name," "File Type," "Modified By," "Created On," "Modified On," and "Size" of the document or file. Adding or deleting documents/files can be done from either Zoho CRM or SharePoint.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the download. You can download the documents or files.
 - This symbole represents the delete. You can delete the documents or files.




Deals Module

To upload documents or files, go to the Deals module. On the left side of the screen, you'll find the "SharePoint Files" related list. Click on this related list to access the component. Within this component, you can view the SharePoint File Path, allowing you to see where the documents or files will be stored. You can attach multiple files simultaneously. You'll also see details such as "File Name," "File Type," "Modified By," "Created On," "Modified On," and "Size" of the document or file. Adding or deleting documents/files can be done from either Zoho CRM or SharePoint.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the download. You can download the documents or files.
 - This symbole represents the delete. You can delete the documents or files. 



Vendors Module

To upload documents or files, go to the Vendors module. On the left side of the screen, you'll find the "SharePoint Files" related list. Click on this related list to access the component. Within this component, you can view the SharePoint File Path, allowing you to see where the documents or files will be stored. You can attach multiple files simultaneously. You'll also see details such as "File Name," "File Type," "Modified By," "Created On," "Modified On," and "Size" of the document or file. Adding or deleting documents/files can be done from either Zoho CRM or SharePoint.

Vision - Free interface icons - This symbol represents the view. You can view the documents or files in a separate window.
 - This symbol represents the download. You can download the documents or files.
 - This symbole represents the delete. You can delete the documents or files.



Support

Contact Number: +919868329081
Website: www.nexivo.co


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