Q1. What are the basic requirements for this extension?

To use the Zoho CRM 2 Work Drive extension, you need to have -

1. An active Zoho CRM account
   
2. An active Work Drive account
   

Q2. Can I try Zoho CRM 2 Work Drive before purchasing it?

Of course, you can. We offer a 10-day FREE trial with this extension to evaluate its features and make a better judgment yourself.

Sign up and claim your trial now.

Q3. What are the features of Zoho CRM 2 Work Drive?

The basic features of this extension are -

1. Browse and share (new and existing) files and folders created in Work Drive from Zoho CRM.
   
2. Save, upload, create, edit, arrange, or delete Work Drive files and folders directly from Zoho CRM.
   
3. Bidirectionally sync files and folders between Zoho CRM and Work Drive.
   
4. Select your preferred location for integrating CRM Leads and Deals module records in Work Drive. After converting leads to deals, files and folders will stay intact.
   

Q4. What does this extension do?

The Zoho CRM 2 Work Drive addon will provide a bidirectional sync between Zoho CRM and Work Drive. Your Leads and Deals module's files and folders will be synchronized to your Work Drive account. And everything will be organized in a hierarchy. You will be able to upload, create, modify, and remove files and folders directly from your CRM. As a consequence, you will have easy access to crucial files on your Work Drive.

Find out more here.

Q5. How do I install the plugin?

Please follow our detailed installation guide here. For any further assistance, email us at help@saasplugin.com.au

Q6. I've installed the plugin, does it still require any configuration?

Yes! This plugin requires additional configuration to establish a connection between Zoho CRM and Work Drive. See our detailed setup guide here.

Q7. I've installed the plugin but how do I use it?

Please follow our user guide here.

Q8. What is the process of getting help if I face any problem while using the extension?

For any further help or assistance, you can reach us at help@saasplugin.com.au

Q9. Will support cost us?

No, it is completely free of cost.

Q10. Can we get free support during the trial?

There is no charge for extension-related assistance. You may reach us at help@saasplugin.com.au anytime you need us.

Q11. Do I need to worry about CRM version compatibility?

The Zoho CRM 2 Work Drive extension is compatible with the following CRM versions

1. Professional
   
2. Enterprise
   
3. CRM Plus
   
4. Zoho One
   
5. Ultimate
   

Q12. Why is Zoho CRM not connecting to Work Drive?

This might be due to an inaccurate Client Id or Client Secret being copied into the settings during the setup procedure. When copying the Client Id and Client Secret entries into the extension settings, make sure there are no gaps between them.

Q13. How much does the extension cost?  

The Zoho CRM 2 Work Drive extension can increase your work productivity for $ USD/month/organization

Also, we offer a 10% discount on yearly subscriptions and it comes to $ USD only for the whole year.

Q14. How do I cancel my subscription plan?

The cancellation process is very simple and you can cancel your subscription at any time. Please check this article.