Easy SharePoint for Zoho CRM
Surface SharePoint libraries inside CRM so reps can attach, preview, and reference the latest documents — respecting site permissions and keeping a single source of truth across sales and operations.
Zoho CRMWe build Zoho CRM extensions that bring OneDrive, SharePoint, Dropbox and WorkDrive into your workflow — backed by custom automation and consulting when you need more.
At Easy Software Technologies, we specialize in building custom Zoho CRM extensions that simplify business workflows, improve productivity, and unlock the full value of your CRM platform. Our work is centered on practical tools that help teams manage files, communication, and day-to-day processes more efficiently.
From document control and address validation to advanced workflow tools, our solutions are designed to be intuitive, reliable, and easy to adopt across teams.
To create practical Zoho CRM extensions that reduce friction, improve team productivity, and make everyday operations easier to manage.
To become a trusted innovation partner for businesses that want cleaner, faster, and more connected CRM experiences.
Simplicity, reliability, customer-focused thinking, and continuous improvement guide how we design and support every solution.
Each extension brings a system you already use directly into Zoho CRM — simplifying processes, boosting productivity, and integrating seamlessly into daily workflows.
Our extensions are published on the Zoho Marketplace through our partner Insta Web Works Pty Ltd; all development and support is delivered by our team in Chattogram.
Easily manage and collaborate on WorkDrive files without leaving your CRM.
Works seamlessly with standard and custom Zoho CRM modules, giving you full flexibility across Accounts, Contacts, Deals, and beyond.
Adjust folders, actions, and record-level behavior to match the exact process your team already follows every day.
Use a clear, familiar interface that makes managing documents inside Zoho CRM simple for new and experienced users alike.
Keep document access fast, organized, and reliable without forcing your team to switch between multiple tools.
Surface SharePoint libraries inside CRM so reps can attach, preview, and reference the latest documents — respecting site permissions and keeping a single source of truth across sales and operations.
Zoho CRMClean, consistent address entry with Google Maps autocomplete, validation, and geocoding right inside your CRM forms. Auto-fill city/state/ZIP and view contacts on an embedded map.
Zoho CRMWrite, send, and log emails right where you work on Contacts, Accounts, and Deals. Keep a complete conversation history with replies threaded, attachments stored, and templates ready.
Zoho CRMAttach, preview, and organize Dropbox files directly from any CRM record with no tab-switching. Version-aware links, shared folders, and permission-respecting access keep teams aligned.
Zoho CRMLink OneDrive folders to CRM records to centralize proposals, quotes, and collateral. Preview files inline, share securely, and keep everything in sync as teams collaborate.
Zoho CRMAutomatically back up your Deluge scripts to WorkDrive with timestamped versions for safe rollback. Compare changes over time, keep an audit trail, and restore a known-good version anytime.
Zoho CliqWhen an off-the-shelf extension isn’t enough, our team builds around your process.
Expert guidance to optimize your CRM strategy and unlock the full potential of Zoho CRM for business success.
Automate repetitive tasks, streamline approvals, and optimize workflows inside Zoho CRM to save time.
Connect Zoho CRM with your favorite third-party apps to streamline data flow and eliminate silos.
Extend Zoho CRM with custom widgets for quick access to essential information and tools inside CRM.
Offer a self-service experience with a custom Zoho CRM portal for easy access to records and communication.
Ongoing technical support, troubleshooting, and maintenance to keep your Zoho CRM at peak performance.
It seamlessly integrates, making document management a breeze directly within CRM. A real time-saver and keeps everything perfectly organized. Highly recommend this extension!
For a couple years now, and it's a solid product. It does what it needs to do, it connects your CRM to Workdrive and automates the process so every record has a much nicer attachments area than the built in attachment related list. It's not a shocking, life changing thing, but it's slick, it does what it is supposed to do, and we are very happy with it.
What IS shocking is the responsiveness and support from the developer behind this plugin. I don't know if it's one guy, or a huge outfit, but I know the only two times I've had minor issues or questions, I've gotten responses almost immediately, with a schedule link to set up an online call on the same day.
Smooth integration and outstanding customer support
This extension works perfectly right from the start, and the development team is extremely responsive when it comes to adding new features. I highly recommend it!
I would like to say I have never had an easier time with integration of software than with Insta Web Works. They are prompt and knowledgeable and I would highly recommend working with them for your projects.
Excellent product and support.
After installing, we found a couple of things that we reached out to Insta Web Works for, and the response was fast, and items were addressed quickly.
All functionality questions were handled promptly, with several screen recordings supplied to help clarification.
Thoroughly recommend Google Address Toolkit for Zoho CRM.
Technical support was responsive and prompt, and helped me adapt the solution to my business within an hour of getting the free trial. Would recommend to anyone in need of a good Zoho CRM to Teams/SharePoint integration.
Plugin does exactly what we needed, pulls off attachments from very old tasks and stores them on OneDrive just in case. Emailed developers with queries and they have been super helpful, would give 5 stars for the plugin and 5 stars for the developers if I could.
The WorkDrive for Zoho CRM extension has been a game-changer for our workflow. It integrates seamlessly, works flawlessly, and the support team is exceptionally responsive and helpful. Highly recommended for anyone looking to streamline document management within Zoho CRM and Workdrive.
We looked at numerous ways to integrate WorkDrive and tried other more popular extensions and found them to be flaky. This one wasn't perfect but we thought we would give it a go on the trial and emailed the developer to ask if it could do exactly what we wanted. The developer had us book a 15 minute chat and two days later had emailed custom functions to allow us to do exactly what we required. I would say this was at no extra cost but we hadn't even paid for the subscription at that point! We since have paid for the extension and it is worth every penny, couldn't recommend the extension or the developer highly enough.
Our use of this extension has been brief. However, in that time and watching a demonstration video I am convinced that this extension will transform the way we manage files that should be attached to records in Zoho. Our operation is primarily within the CRM app so this extension fit right into our use of Zoho CRM. The extension is completely customizable and will be able to be configured by anyone using Zoho. Thank you for providing such a great enhancement to an already great product!
We were looking for plugins to integrate our Sharepoint folder structure with Zoho CRM in the same manner that we had it integrated with our previous CRM. The Insta Web Works team went above and beyond to modify the plugin to fit our needs. It was a pleasure working with them and to see their dedication to their clients.
This plugin seamlessly links SharePoint with Zoho CRM, and unlike other plugins, it permitted us to customize the folder structure specifically to our needs. The support team is outstanding, swiftly addressing any issues and responding promptly to our questions. We strongly recommend this plugin for integrating SharePoint with Zoho CRM.
Not only does the plugin work well out of the box, the level of support in helping us set it up to our requirements was outstanding. They made some tweaks that made it extra useful for the way we use SharePoint. Highly recommend.
The plugin is simple and works perfectly. The customer service is above and beyond. They respond to fix an issue I may have within minutes of me sending a support request. We were looking for plugins to integrate our Sharepoint folder structure with Zoho CRM in the same manner that we had it integrated with our previous CRM. The Insta Web Works team went above and beyond to modify the plugin to fit our needs. It was a pleasure working with them and to see their dedication to their clients.
The team was great and solved the problem I initially had.
Proprietor
Senior Zoho Developer
Senior Zoho Developer
Senior Backend Developer
Senior Zoho Developer
Frontend Developer
Zoho Developer
UI/UX Designer
Web Manager
Junior Zoho Developer
Junior Zoho Developer
Tell us what your business runs on and where Zoho needs to connect — we’ll take it from there.
Nahar Manzil, 182 DC Road, West Bakalia, Chawkbazar-4203, Chattogram
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