When an account is registered in Zoho CRM, create a folder for each account in OneDrive.

■Overview

This is a flow that creates a folder for each account in OneDrive when an account is registered in Zoho CRM.

By using Yoom, you can easily connect apps without programming.

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■Recommended for

1. Those who manage customers with Zoho CRM and manage customer information and related files with OneDrive

・Those who want to improve work efficiency by automating the process of manually creating folders in OneDrive

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2. Those who manage files with OneDrive

・Those who store documents for each account in OneDrive for centralized management
・Those who feel it is a hassle to create folders every time a new account is added

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■Benefits of using this template

Many people create folders for each account in OneDrive to manage documents.
However, having to create a folder every time a new account is registered is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each account in OneDrive when an account is registered in Zoho CRM], you can streamline the management of customer information and make sales activities smoother.
You can use the extra time for other tasks, thereby improving productivity.

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■Notes

・Please connect both Zoho CRM and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.