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Integrate Zoho WorkDrive with Zoho CRM
Send information between Zoho WorkDrive and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
How it works
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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
Zoho WorkDrive + Zoho CRM
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Build your own integrations between Zoho WorkDrive and Zoho CRM
Connect Zoho WorkDrive and Zoho CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho WorkDrive and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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File event occurred
Triggers when a new file event has occurred
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Team folder created
Triggers when a new team folder is created
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File downloaded
Triggers when a file is downloaded
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File created
Triggers when a new file is created
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Folder renamed
Triggers when a folder is renamed
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Folder downloaded
Triggers when a folder is downloaded
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Folder event occurred
Triggers when a new folder event has occurred
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File moved
Triggers when a file is moved from a folder
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File renamed
Triggers when a file is renamed
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Folder moved
Triggers when a folder is moved
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File updated
Triggers when the details of an existing file are updated
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Folder created
Triggers when a new folder is created
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New user
Triggers when a new user is created
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User created or updated
Triggers when the details of an existing user are created or updated
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New module
Triggers when a new module is created
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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Updated module entry
Triggers when an entry is updated in the selected module
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New contact
Triggers when a new contact is created
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New lead
Triggers when a new lead is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
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Add label
Adds a new label to the specified resource
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Create collection link
Creates a new collection link
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Share file or folder
Shares a file or folder within your organization or external users
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Associate data template
Associates an existing data template with the selected file
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Create comment
Creates a new comment in the specified file
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Create blank file
Creates a file in the specified folder
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Create team folder
Creates a new team folder
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Move file or folder to trash
Moves the specified file or folder to trash
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Create embed code
Creates an embed code for the specified file or folder
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Create download link
Creates a customized download link for the specified file or folder
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Create external share link
Creates a customized external share link
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Create folder
Creates a new folder in the selected path
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Add group to team folder
Adds a group to the specified team folder
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Add member to team folder
Adds a member to the specified team folder
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Update external share link
Updates the customized external share link
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Copy file or folder
Creates a copy of the specified file or folder
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Follow file or folder
Follows the specified file or folder for new updates
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Update file or folder share permission
Updates the share permission for the specified file or folder
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Rename file or folder
Renames the specified file or folder
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Unfollow file or folder
Unfollows the specified file or folder
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Move file or folder
Moves the specified file or folder
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Fetch folder
Fetches the details of a folder by name
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Fetch file - By name
Fetches the details of a file by name
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Fetch data template
Fetches the details of an existing data template
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Fetch file or folder by ID
Fetches the details of an existing file or folder by ID
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Fetch file - By keyword
Fetches the details of a file by keyword in the name or content
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Remove share link
Removes the specified share link
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Remove label
Removes an existing label from the specified resource
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Send email template
Sends an email to the specified users
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Convert lead to contact
Converts a lead to a contact
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Delete module entry
Deletes the specified entry
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Cancel call
Cancels a event
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
What is Zoho WorkDrive?
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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