Microsoft SharePoint + Zoho CRM

Backup Zoho CRM Notes to SharePoint

Ensure all your CRM notes are securely backed up by transferring them automatically to SharePoint. This prevents data loss and allows for easy access to historical notes.

zoho_crm Logo

New Note Added

Triggers when a new note is added in Zoho CRM.

microsoft_sharepoint Logo

Backup Note

Creates a backup of the note in 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, "Backup Zoho CRM notes to SharePoint"

Speech bubble

Backup Zoho CRM notes 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.

Connect background

Sure! Connecting

Microsoft SharePoint Logo + Zoho CRM Logo

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.

Microsoft SharePoint Logo
Zoho CRM Logo

Frequently Asked Questions

Our Capabilities

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

microsoft_sharepoint Logo

Upload File

Uploads a file to Microsoft SharePoint

microsoft_sharepoint Logo

Move File

Moves a file within Microsoft SharePoint

microsoft_sharepoint Logo

List Files

Lists files in a Microsoft SharePoint folder

microsoft_sharepoint Logo

Create Folder

Creates a new folder in Microsoft SharePoint

microsoft_sharepoint Logo

List Folders

Lists folders in Microsoft SharePoint

microsoft_sharepoint Logo

Create List

Creates a new list in Microsoft SharePoint

microsoft_sharepoint Logo

Create Item

Creates a new item in a Microsoft SharePoint list

microsoft_sharepoint Logo

List Items

Lists items from a Microsoft SharePoint list

microsoft_sharepoint Logo

List Lists

Lists all lists in Microsoft SharePoint

microsoft_sharepoint Logo

New SharePoint File

Triggers when a new file is created in SharePoint

microsoft_sharepoint Logo

Updated SharePoint File

Triggers when a file is updated in SharePoint

microsoft_sharepoint Logo

New SharePoint List Item

Triggers when a new item is added to a SharePoint list

App details

Microsoft SharePoint Logo

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.

Zoho CRM Logo

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.

Related apps

Get Started with DryMerge

Sign up for a free trial and start automating today.