How to send Zoho Workdrive files in Zoho CRM

Andrew Simpson
September 2, 2021
Are you trying to send your CRM attachments to a Client but the attachments are all in Zoho Workdrive? In this video I'll show you how to do this automatically

The speaker, Andrew Simpson, is demonstrating how to send attachments from Zoho Workdrive related to an account in Zoho CRM. He explains that in some industries, such as financial or mortgage, it is important to be able to send all related information out at the same time. He then proceeds to walk the viewer through the process of creating a button in Zoho CRM, which will trigger a function that grabs all the attachments, downloads them from Workdrive, and sends them out to the account. He goes through the steps of getting the list of attachments, checking if the attachments are from Workdrive, downloading the attachments, adding the attachments to a file list, and finally emailing all files to the accounts.

Organizing documents shared with clients is essential for any business. Keeping client data organized helps to ensure that customer service is efficient and accurate. Zoho CRM and Zoho Workdrive provide an easy way to keep client documents organized. With Zoho CRM, all client information is stored in one central location, making it easy to access and share documents quickly. Zoho Workdrive allows for files to be securely stored and shared with clients, providing an extra layer of security. By using Zoho CRM and Zoho Workdrive, businesses can easily keep client documents organized and accessible, ensuring smooth customer service and efficient operations.

Losing client documents can be a major problem for any business. It can lead to projects being delayed or derailed, customers being dissatisfied, and ultimately clients deciding to take their business elsewhere. Losing client documents can lead to costly mistakes due to a lack of access to the necessary information. It can also delay the start of projects, as documents need to be re-created or replaced. This can be a major issue if deadlines are involved, as the project may end up being delayed or abandoned. It is essential that businesses take steps to ensure that they do not lose important client documents, as it can cause major issues with projects and customers.

If you want to implement this in your Zoho CRM, or if you're looking for help with another Zoho project, Contact us.

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