How to integrate Zoho CRM with Microsoft SharePoint to create a folder for each account in Microsoft SharePoint when an account is registered in Zoho CRM

The integration flow is broadly created through the following processes.

• Register Zoho CRM and Microsoft SharePoint as My Apps
• Set up a trigger that activates when a new account is registered in Zoho CRM
• Configure settings to create a folder in Microsoft SharePoint
• Testing and verification

Step 1: Integration of Zoho CRM and Microsoft SharePoint as My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register Zoho CRM and Microsoft SharePoint respectively.

Registering Zoho CRM as My App

Let's start by registering Zoho CRM. Enter Zoho CRM in the input field, and the Zoho CRM icon will appear, so click on the icon.

1. Enter the domain URL.
Set it according to your data center.

Registering Microsoft SharePoint as My App

Microsoft365 (formerly Office365) has plans for home users and general business users (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. Please be careful.

Similarly, search for Microsoft SharePoint and click on the icon.

1. The Microsoft login screen will appear.
Sign in with the account you want to integrate.
For detailed instructions on registering My Apps, please refer to the following link.
Instructions and Precautions for Registering My Apps in Microsoft365 Services

This completes the registration of Zoho CRM and Microsoft SharePoint as My Apps.

Once the My Apps registration is successful, the following screen will be displayed.
Check if the icons for Zoho CRM and Microsoft SharePoint are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template

Click on "Try it" from the link below.

If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.

Step 2: Setting up a trigger to activate when an account is registered in Zoho CRM

1. First, click on "When an account is created (Webhook)" at the top.

2. You can set the title freely.
Enter the account information to integrate with Zoho CRM.
Select "When an account is created (Webhook)" as the trigger.
Once the input is complete, click "Next".

3. Enter the Zoho domain and Channel ID. Once the setup is complete, click "Test" and if there are no issues, click "Next".

Note: The Channel ID can be checked from the red frame on the screen below.

4. The following screen will be displayed. Click "Test" and if there are no issues, click "Save".

5. Return to the flow.
Click the icon for "Retrieve Account Information".

6. Enter the account information to integrate with Zoho CRM.
Select "Retrieve Account Information" as the action.
Once the input is complete, click "Next".

7. Enter the Account ID and Zoho domain.
When you click the input field for the Account ID, the information obtained earlier will be displayed, so please use it.
Once the setup is complete, click "Test" and if there are no issues, click "Next".

Step 3: Setting up to create a folder in Microsoft SharePoint

1. Finally, click the icon for "Create Folder".

2. Enter the account information to integrate with Microsoft SharePoint.
Select "Create Folder" as the action.
Once the input is complete, click "Next".

3. Set each item.
When you click each item, suggestions and outputs will be displayed.
Select Site ID, Drive ID, Parent Folder Item ID from the suggestions displayed when you click the input field.
Parent Folder Name, Folder Name will display information obtained from Zoho CRM when you click the input field. For example, in the screen below, the account name and account ID from Zoho CRM are inserted into the folder name in Microsoft SharePoint.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

9. This completes the flow of [Creating a folder for each account in Microsoft SharePoint when an account is registered in Zoho CRM].

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

With Yoom, you can start using it immediately without programming.
Try this convenient flow from the link below.

Other Automation Examples Using Zoho CRM

There are many other examples of automation using Zoho CRM in Yoom, so here are a few.

1. A flow to register leads in Zoho CRM from signature information in emails received in Outlook.
By utilizing this template, you can automate the process of registering leads in Zoho CRM based on Outlook email signature information.
This allows for speedy registration and enables prompt follow-up.

2. This is a flow to add tasks registered in Zoho CRM to Google Sheets.
‍If you are manually entering tasks from Zoho CRM into Google Sheets, there is a risk of minor mistakes or forgetting to register them.
By using this template, tasks registered in Zoho CRM will be automatically added to Google Sheets, reducing the chance of human error.

3. This is a flow to add leads registered in Zoho CRM to Microsoft Excel.
By utilizing this template, when a new lead is registered in Zoho CRM, the information is automatically added to Microsoft Excel.
This eliminates the need to manually enter lead information into Microsoft Excel, making data analysis and report creation using Microsoft Excel smoother.

Benefits and Examples of Integrating Zoho CRM with Microsoft SharePoint

Benefit 1: Streamlined Information Organization

When a client is registered in Zoho CRM, a folder is automatically created in Microsoft SharePoint, streamlining information organization.
If folders are created manually, the person in charge needs to switch back and forth between Zoho CRM and SharePoint multiple times. This becomes more cumbersome as the number of clients increases, potentially delaying information organization and impacting overall operations.
For example, if a sales administrator registers a new client in Zoho CRM and the accounting department prepares to issue an invoice based on that information, any delay in folder creation can also delay the accounting department's work.
With automation, a folder is automatically created in SharePoint as soon as client information is registered in Zoho CRM, speeding up information organization and ensuring subsequent tasks proceed smoothly.
This allows personnel in each department to access the necessary information immediately, improving operational efficiency.
Streamlined information organization can lead to increased productivity across the organization.

Benefit 2: Reduction of Human Errors

When folders are created manually in Microsoft SharePoint, there is a risk of input errors or incorrect folder names.
For instance, if a sales representative makes a mistake when entering a client name or includes unnecessary symbols, other employees may not be able to find the folder.
Additionally, if a folder is not created due to an input omission, important documents may not be properly stored, potentially leading to issues later on.
With automation, accurate folders are created based on the information registered in Zoho CRM.
This not only prevents human errors such as misspelled folder names or input omissions but also ensures that storage locations are accurately set, avoiding folder placement errors.
Moreover, standardized folder names improve searchability within Microsoft SharePoint, allowing quick access to necessary information.
This reduces the time spent on information searches, enabling focus on more value-added tasks.

Benefit 3: Reduced Workload for Personnel

Manual folder creation can encroach on time that should be devoted to core tasks.
This workload becomes even more significant during periods with many new client registrations or when personnel are busy with other tasks.
For example, if the marketing department conducts a large-scale campaign and acquires many new leads, sales representatives may be too busy to allocate time for folder creation.
Through app integration, personnel are relieved from the burden of folder creation, allowing more time to be dedicated to tasks such as sales and customer support.
For instance, focusing on communication with customers can help build trust and provide a better customer experience.
By enabling personnel to concentrate on important tasks, organizations can establish a foundation for achieving better results.

Conclusion

By integrating Zoho CRM with Microsoft SharePoint, it becomes possible to automatically create client-specific folders in Microsoft SharePoint when a client is registered in Zoho CRM.
This eliminates the need for manual folder creation, making it easier to organize and store important documents such as projects and contracts.
Are you spending a lot of time creating and organizing new folders in your daily operations?
With Yoom, you can automate folder creation without any coding, making it easy even for beginners.
Additionally, tasks such as repetitive data entry and progress management can be automated by simply selecting pre-prepared templates.
Why not use Yoom to aim for a more productive way of working?