Zoho CRM integrations: Files and documents

Flowpeak's fixed price for the Dropbox and Zoho CRM integration is ₹25,000 + GST in India, or USD 270, GBP 210, EUR 240, CAD 370, AUD 410, AED 1,000, SAR 1,000, QAR 1,000, KWD 85, BHD 100, OMR 105 elsewhere, for the standard scope. Store and open Dropbox files from Zoho CRM, with a folder created automatically for each account, deal or project. Zoho licences and Dropbox fees are not included. Details: https://www.flowpeakconsulting.com/integrations/dropbox-zoho-crm-integration

Automatic folders: A Dropbox folder created for each new account, deal or custom record. Files on the record: Open the linked Dropbox folder straight from Zoho CRM. Upload from CRM: Attachments saved into the right Dropbox folder. Consistent naming: Folder names follow your CRM record names. Delivered remotely by Flowpeak, with testing and a short handover.

It suits teams already storing documents in Dropbox, businesses with large drawings, contracts or media files and project teams that need files per deal.

Flowpeak's fixed price for the Google Drive and Zoho CRM integration is ₹35,000 + GST in India, or USD 380, GBP 290, EUR 340, CAD 520, AUD 570, AED 1,400, SAR 1,400, QAR 1,400, KWD 115, BHD 140, OMR 145 elsewhere, for the standard scope. Link Google Drive to Zoho CRM so every record has its own Drive folder, and documents can be created from CRM data. Zoho licences and Google Drive fees are not included. Details: https://www.flowpeakconsulting.com/integrations/google-drive-zoho-crm-integration

Automatic folders: A Google Drive folder created and shared for each account, deal or record. Files on the record: Open the Drive folder from Zoho CRM. Document generation: Create Google Docs or Sheets from templates filled with CRM data. Sharing rules: Folder access set by record owner or team. Delivered remotely by Flowpeak, with testing and a short handover.

It suits google Workspace businesses using Zoho CRM, teams creating proposals and contracts from templates and businesses that want one folder per customer.