Microsoft SharePoint + Zoho CRM

Archive Zoho CRM Contacts to SharePoint

Keep your CRM clean and organized by archiving inactive contacts from Zoho CRM to a SharePoint folder. This ensures that only active records remain in your CRM while maintaining access to historical data.

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Contact Marked Inactive

Triggers when a contact is marked as inactive in Zoho CRM.

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Archive to SharePoint

Moves the contact's details to a specified SharePoint folder.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive Zoho CRM contacts to SharePoint"

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Archive Zoho CRM contacts to SharePoint

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

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Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft SharePoint + Zoho CRM.

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Upload File

Uploads a file to Microsoft SharePoint

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Move File

Moves a file within Microsoft SharePoint

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List Files

Lists files in a Microsoft SharePoint folder

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Create Folder

Creates a new folder in Microsoft SharePoint

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List Folders

Lists folders in Microsoft SharePoint

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Create List

Creates a new list in Microsoft SharePoint

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Create Item

Creates a new item in a Microsoft SharePoint list

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List Items

Lists items from a Microsoft SharePoint list

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List Lists

Lists all lists in Microsoft SharePoint

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New SharePoint File

Triggers when a new file is created in SharePoint

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Updated SharePoint File

Triggers when a file is updated in SharePoint

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New SharePoint List Item

Triggers when a new item is added to a SharePoint list

App details

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Microsoft SharePoint

Microsoft SharePoint is a web-based collaborative platform integrated with Microsoft 365. Create, store, organize, and share information within your organization to enhance team collaboration and document management.

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Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

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