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

■Overview

This flow creates a folder in Microsoft SharePoint for each account registered in Zoho CRM.

With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.

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‍■Recommended for

1. Those who use Zoho CRM for business

・Those who want to quickly organize related documents and share them with team members after registering account information

2. Those who use Microsoft SharePoint for file management

・Those who want to reduce the effort required for document management and improve business efficiency

・Those aiming for faster file sharing among multiple sales representatives and centralized management of customer information

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■Benefits of using this template

With this flow, folders in Microsoft SharePoint are automatically created based on the information registered in Zoho CRM.

This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.

Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related materials, forms, contracts, etc., for each account.

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■Notes

・Please integrate Yoom with both Zoho CRM and Microsoft SharePoint.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.