Easily integrate your Zoho CRM data into Sharepoint with our integration

Add Zoho CRM now

Modernize your CRM platform by bringing your Zoho CRM data
straight to your organizations' Sharepoint instance

Improve employee happiness by 16%

Never miss another update with real-time Zoho CRM data

Make better use of your Sharepoint investment

1. Install the Sharepoint integration

You can simply add our adenin platform to Sharepoint by following the below button

Connect to Sharepoint now

2. Connect your Zoho CRM account

by securely authenticating and selecting a data source

Zoho CRM

Integration of Zoho CRM data into Sharepoint

3. Receive your live data

and never risk Sharepoint users missing another update

Your Zoho CRM data
Finished connector results in your Zoho CRM data being embedded into Sharepoint
Connect Zoho CRM to Sharepoint now

Understand and engage with your customers better than ever with the Zoho CRM integration for Digital Assistant. Use our drag-and-drop Adaptive Cards designer tool to create Cards, and display useful information such as lists of new leads, outstanding tasks or upcoming events.

Pin your Cards to your Board to create an at-a-glance dashboard of your sales pipeline, or subscribe to them for instant notifications. With the Zoho CRM integration, updates from Zoho reach you quicker compared to relying on email notifications reaching your inbox.

Getting instant updates helps Sales staff to nurture their prospects, and easy-to-scan lists on users' Boards helps helps managers to more easily monitor the current state of their CRM.

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Make working together better with the Card maker webpart that easily lets you embed your Adaptive Cards in SharePoint.

  • Supercharge your SharePoint intranet by enhancing it with Adaptive Cards that can show interactive elements, e.g. rich media, lists, forms, buttons and expanding sections. Browse business templates →

  • Connect Adaptive Cards to live data sources to show users their up-to-date information at a glance. This makes it simple to display data from other business apps and sources on any SharePoint page. Browse all compatible apps →

  • Easily embed any Adaptive Card on SharePoint pages using the Card maker web part's simple Card Share URL feature. Simply copy-and-pasted the address across from the Adaptive Card designer.

  • Create versatile digital experiences, by using Adaptive Cards to show key metrics users need, enable easy form submissions, offer a convenient location for all kinds of task and issue lists, create visually exciting digital signage, etc.

Ready to supercharge your SharePoint intranet with the addition of a digital workplace? Get started today and see the difference Digital Assistant's Card maker web part can make to your workplace.

Top 3 recommendations for SharePoint Adaptive Card users

  1. Read the full guide on how to add Adaptive Cards to your SharePoint page →

  2. Embed your Adaptive Cards also into your Viva Connections dashboard →

  3. Use SharePoint (Microsoft 365) itself as a data source for your next Adaptive Card →

All product names, logos, and brands are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.