How can I filter for specific document types?

DryMerge allows you to filter documents by their type and content. Specify your criteria, and DryMerge will handle the rest.

Can I also use this with Dropbox instead of OneDrive?

Yes, you can use this with Dropbox instead of OneDrive. Describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is utilized by data analysts and sales teams to capture important information from documents into their CRM system for better data management.

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Microsoft OneDrive + Zoho CRM

Create Zoho CRM Records from New OneDrive Documents

Get insights from your OneDrive documents by automatically creating new Zoho CRM records. Ideal for businesses wanting to capture document-driven data in their CRM system.

New OneDrive Document

Triggers when a new document is added to OneDrive.

Create CRM Record

Creates a new record in Zoho CRM with document details.

See more Microsoft OneDrive to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Zoho CRM Tasks from New OneDrive Files

Microsoft OneDrive + Zoho CRM

Generate Zoho CRM Leads from OneDrive Proposals

Microsoft OneDrive + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM records from new OneDrive documents"

Create Zoho CRM records from new OneDrive documents

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.

Sure! Connecting

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.

Frequently Asked Questions

Our Capabilities

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

Create Folder

Creates a new folder in OneDrive

List Folders

Lists folders in OneDrive

Upload File

Uploads a file to OneDrive

List Files

Lists files in OneDrive

New OneDrive File

Triggers when a new file is added to OneDrive

New OneDrive Folder

Triggers when a new folder is created in OneDrive

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

App details

Microsoft OneDrive

OneDrive is a cloud storage service from Microsoft. Store, access, and share your files from anywhere, sync across devices, and integrate with other Microsoft tools for seamless collaboration.

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

Google Drive

Cloud Storage

Dropbox

Cloud Storage

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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