Zoho CRM and SharePoint Online Integration

🌐 Zoho CRM + SharePoint Online Integration

Your sales collateral. Always current. Always secure.

Are sales teams using outdated assets because the latest versions are buried in SharePoint? Do deal managers waste time manually attaching files to Zoho CRM records?

With IT Partner's Zoho CRM + SharePoint Integration, you can:

• Link SharePoint documents directly to Zoho CRM Deals, Accounts, and Contacts
• Ensure every deal uses approved, up-to-date sales collateral
• Automate version control and access management for sales assets

🔗 What This Integration Does

We connect SharePoint Online with Zoho CRM to enable:

• Secure linking of SharePoint documents to Zoho CRM records
• Automatic metadata sync between SharePoint and Zoho CRM
• Real-time alerts when linked sales assets are updated
• Full access control using SharePoint permissions and Zoho CRM user roles

💡 Why It Matters

Without integration:

• Sales teams struggle with version control across platforms
• Manual document uploads create version chaos
• Compliance risks from uncontrolled asset sharing

With integration:

• ✅ Always link to current SharePoint files from Zoho CRM
• ✅ Maintain version history and approvals in SharePoint
• ✅ Control access with Azure AD + Zoho CRM permissions
• ✅ Ensure data consistency across sales materials

🚀 Key Benefits

• Single source of truth - Access latest approved assets
• Data consistency - Ensure all deals use current materials
• Automated governance - Sync asset status to Zoho CRM
• Secure collaboration - Co-edit while maintaining audit trails
• Time savings - Eliminate manual file uploads

⚙️ How It Works

1. Link sales assets from SharePoint to Zoho CRM using secure URLs
2. Sync metadata like approval status and expiration dates
3. Set up alerts when critical sales assets are modified
4. Control access with combined permissions

Technical Implementation:

• SharePoint REST API for document management
• Zoho CRM REST API for integration and workflows
• Azure Event Grid for change notifications
• Microsoft Graph API for authentication

Technical Considerations:

• Files remain stored in SharePoint
• Requires Zoho CRM Professional or higher
• Custom metadata sync requires configuration

License Requirements:

• Zoho CRM: Professional Edition or higher
• Microsoft: SharePoint Plan 2 for advanced features

🎯 Who's This For?

• Sales teams managing complex deals and assets
• Sales managers needing collateral control
• Organizations with compliance requirements
• Agencies managing client sales materials
• Sales operations requiring automated management

🏆 Why Choose IT Partner LLC

• Microsoft expertise with deep SharePoint experience
• Zoho CRM Certified Integration Specialists
• Sales technology experts understanding workflows
• Security and compliance focus for regulated industries
• End-to-end service from design to support

💬 What's Next?

Let's discuss streamlining your sales asset management and deal workflows.

• ☎️ +1-855-700-0365
• ✉️ sales@o365hq.com
• 📅 Request a Consultation
• ➡️ Message via Teams

Transform your sales operations with seamless Zoho CRM and SharePoint integration.