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Zoho CRM Microsoft SharePoint
Save attachments to Microsoft SharePoint when a lead is created in Zoho CRM
Try this template
Zoho CRM Microsoft SharePoint

Save attachments to Microsoft SharePoint when a lead is created in Zoho CRM

Launch this workflow to connect Zoho CRM & Microsoft SharePoint !
Try this template
■Overview
Do you find it time-consuming to manage related attachments while managing leads in Zoho CRM? Manually moving files takes time and can also lead to missed uploads and disorganized storage. With this workflow, attachments are automatically saved to Microsoft SharePoint as soon as a lead is created in Zoho CRM, helping reduce file management challenges while improving accuracy and efficiency.
■Who should use this template
  • Teams that use both Zoho CRM and Microsoft SharePoint and want to streamline file management
  • Those who want to prevent missed uploads and sharing errors caused by manual file transfers
  • Those who want to standardize file management rules and improve productivity across the team
■Benefits of using this template
  • Attachments are automatically saved when a lead is added to Zoho CRM, reducing the time previously spent managing files manually.
  • Prevent missed uploads and incorrect storage locations caused by manual file uploads, enabling accurate file management integrated with Zoho CRM.
■Flowbot steps
  1. First, connect Zoho CRM and Microsoft SharePoint to Yoom.
  2. Next, select Zoho CRM as the trigger and set the action to “When a lead is created (Webhook).”
  3. Then, configure the Zoho CRM actions “Get lead information” and “Get lead attachment information” as operations.
  4. Next, configure branching as an operation to route subsequent steps based on whether attachments exist and other conditions.
  5. Then, configure the Zoho CRM action “Download lead attachment” as an operation.
  6. Finally, configure the Microsoft SharePoint action “Upload file” as an operation to upload the downloaded file to the specified location.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
  • Set the branching conditions as needed, such as running the process only for leads that meet specific criteria.
  • When uploading files to Microsoft SharePoint, you can set the destination folder and file name as needed.
■Notes
  • Connect both Zoho CRM and Microsoft SharePoint to Yoom.
  • Microsoft 365 (formerly Office 365) offers plans for home users and business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
  • Branching is an operation available on the Mini plan and above. On the Free plan, configured Flowbot operations that use branching will result in an error.
  • Paid plans such as the Mini plan offer a two-week free trial. During the trial, you can use apps and features (operations) that are otherwise restricted.
  • The maximum file size available for download is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
  • For details on the file size limits for triggers and individual operations, see File size limits.
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About the Apps
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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No-Code API Actions
Executable API actions
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Zoho CRM
Microsoft SharePoint
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
    When Item Is Added or Updated in List
    When a File Is Created or Updated in a Specified Folder Within the Site
    When a Folder Is Created or Updated in a Specified Folder Within the Site
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    Upload File
    Create Folder
    Search Folders/files
    Copy File
    Set Values in Document Custom Columns
    Get Item Details
    Download File
    Create Folder in Drive Root
    Retrieve Information for a Specific List
    Get Item Access Count and Unique Users (All Time)
    Get Item Access Count and Unique Users (Last 7 Days)
    Delete File / Folder
    Move File to Another Folder
    Add Item to List
    Update List Item
    Update List Item (Multiple Choice)
    Get Folders/files in a Specific Folder
    Get Initial Delta Link for a Specified List
    Get Incremental Changes for List Items
    Search Folders/files (for Next Page)
    Rename Folder
    Add Worksheet
    Update List Item (Hyperlink)
    Retrieve Specific Item Information (Specify Drive ID)
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    When Item Is Added or Updated in List
    When a File Is Created or Updated in a Specified Folder Within the Site
    When a Folder Is Created or Updated in a Specified Folder Within the Site
Flowbot operations
    Upload File
    Create Folder
    Search Folders/files
    Copy File
    Set Values in Document Custom Columns
    Get Item Details
    Download File
    Create Folder in Drive Root
    Retrieve Information for a Specific List
    Get Item Access Count and Unique Users (All Time)
    Get Item Access Count and Unique Users (Last 7 Days)
    Delete File / Folder
    Move File to Another Folder
    Add Item to List
    Update List Item
    Update List Item (Multiple Choice)
    Get Folders/files in a Specific Folder
    Get Initial Delta Link for a Specified List
    Get Incremental Changes for List Items
    Search Folders/files (for Next Page)
    Rename Folder
    Add Worksheet
    Update List Item (Hyperlink)
    Retrieve Specific Item Information (Specify Drive ID)
Tab 1
Tab 2
Tab 3
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