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Using Workdrive to Link Attachments to CRM

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Using Workdrive to Link Attachments to CRM

Workdrive is the Zoho version of Google drive, except you get 5 terrabytes of free storage!

  • If you haven’t, follow the video to set up Workdrive
  • Add a file or Folder to practice with
  • In CRM, add an attachment via “Zoho Workdrive”
  • If you attach an entire folder, then files you add to that folder will automatically be attached to CRM as well

Learn more about Zoho Workdrive