If you use Zoho WorkDrive to store your files, you probably have a folder structure that you like to use for your clients and their deals to keep everything organised. Today, I'll be showing you how you can use some automation inside Zoho CRM to seamlessly integrate it with Zoho WorkDrive and create those folders automatically. This will enable you to take your organisation to the next level by leveraging the power to automatically create structured client folders in Zoho WorkDrive from Zoho CRM.

Related Videos:
Maintaining a synchronised folder structure:    • Maintaining a synchronised client fol...  
Displaying the WorkDrive Folder in a Related List:    • Zoho WorkDrive Folder Related List in...  

Links
Blog Post: https://www.squarelabs.com.au/post/au...
GitHub Code: https://github.com/squarelabsgit/zoho...
Website: https://squarelabs.com.au
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Chapters:
0:00 Intro
0:27 Folder Structure
0:56 WorkDrive Setup
1:11 CRM Setup
1:55 Connections
2:54 Functions
7:52 Configuring Buttons & Links
9:20 Demo
10:22 Outro