Manage Files in Deluge for Zoho CRM and Zoho Workdrive

Andrew Simpson
September 2, 2021
Are you trying to manage files within Zoho CRM, but are having trouble organizing those files effectively? In this video you'll learn how to automate this

The video explains how to automate the structuring of folders in Zoho CRM and Zoho Workdrive using Deluge. The speaker, Andrew Simpson, notes that many users have reached out to him asking for help in pulling files out of Zoho CRM, and suggests using Workdrive for this purpose as it offers more storage and better organization options. He then proceeds to walk viewers through the process of setting up a workflow rule in Deluge that will create a Workdrive folder for an account when a deal is won, and will attach that folder to the account's record in Zoho CRM. The speaker notes that the code for this automation will be 150 lines long and may be difficult to follow for some viewers.

Organizing your files in the cloud can help you keep on top of your projects and contracts. Cloud solutions, such as Zoho CRM and Workdrive, allow you to store, organize, and access your files from anywhere, enabling you to manage and share documents quickly and easily. You can assign tasks in the cloud, set up notifications, and share documents with other users. This allows you to keep track of your projects, contracts, and deadlines with minimal effort and time.

Organizing files in the cloud also helps to streamline processes and reduce manual tasks, as documents are stored and updated in real-time. Automated notifications and alerts can be set up to ensure that tasks are completed on time and that no deadlines are missed. This helps to reduce the amount of time spent on administrative tasks and allows more time to be spent on the actual project. Additionally, cloud solutions can be integrated with other business solutions, such as accounting and customer relationship management (CRM) software, making it easier to manage and track business data.

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