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Stay up-to-date with the Zoho CRM app for SharePoint

Embed our Zoho CRM web part onto your SharePoint pages and customize their design

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Screenshot of Leads
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Screenshot of New Leads
Funnel Screenshot of SharePoint

Unleash the Power of Zoho CRM inside SharePoint with adenin

Seamlessly integrate Zoho CRM with SharePoint using adenin. Bring all your sales data from Zoho CRM right inside your SharePoint environment. It's a perfect blend of CRM and Microsoft 365, with an eye for developer convenience.

Features

  • Go beyond the ordinary with adenin’s intelligent Web part that embeds Zoho CRM into SharePoint
  • Effortlessly search your CRM data within SharePoint. No more window-hopping!
  • Harness the full potential of Microsoft 365 without ever leaving your SharePoint environment

Benefits

  • Single source of truth: No more cross-checking between Zoho CRM and SharePoint
  • Developer-friendly: Easy to use, even easier to implement
  • Increase your productivity: Access all crucial sales data from Zoho CRM without ever leaving SharePoint

Experience the future of work with adenin. Start your free account today!

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Microsoft Teams Viva Connections

Frequently asked questions about SharePoint Zoho CRM app (FAQ)

What data sources are available for Zoho CRM?

Zoho CRM provides a total of 294 data sources. See the first 16 below.

Zoho CRM integration
Leads
See all leads from your Zoho CRM account
Zoho CRM integration
New Leads
See new leads from your connected Zoho account
Zoho CRM integration
a Specific Email of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Accounts
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint
To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/share
To get the details of a shared record in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}
To download a file attached to a record.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/photo
To download a photo associated with a module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record-id}/Attachments
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/count
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/mass_update
To get the status of the mass update job scheduled previously.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/deleted
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Products/{record_id}/Accounts
To get the Accounts associated with a Product.
Zoho CRM integration
Accounts - get /crm/v4/settings/modules/Accounts
To get the metadata of the Accounts Module.
Zoho CRM integration
All Emails of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Assignment Rules

To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.

What features does the SharePoint integration offer?

By using the Zoho CRM app for SharePoint you get the following features:

Zoho CRM integration
Use apps within
Get access to all App Directory apps within SharePoint without any additional setup
Zoho CRM integration
Can embed Cards
Custom Cards made with Adenin's drag-and-drop Card designer can be embedded into the SharePoint experience

What are the 2 best Zoho CRM SharePoint apps?

These 2 Zoho CRM Cards can be added to your SharePoint instance straight away:

Screenshot of the Leads endpoint from the Zoho CRM SharePoint app
Leads web part
Add SharePoint app
Screenshot of the New Leads endpoint from the Zoho CRM SharePoint app
New Leads web part
Add SharePoint app

Is the SharePoint integration free?

Yes, SharePoint is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the SharePoint integration for?

adenin’s SharePoint connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.

Do I have to be a developer to use the SharePoint integration with Zoho CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.

Can I add the Zoho CRM web part to normal SharePoint pages?

Yes, the Zoho CRM web part is available to use on communication and team SharePoint sites, as well as on Viva Connections dashboards. Simply follow the installation instructions below to see how the App integrations web part can be added to your SharePoint pages, and how you can select the Zoho CRM integration from the list of available apps.

How does adenin ensure my Zoho CRM data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Helping organizations connecting their data

We're always delighted to hear from users – especially if the reviews are this glowing

"⭐️⭐️⭐️⭐️⭐️ Shows a timeline of upcoming events"

Our team needed a straight forward way to see upcoming sales calls in SharePoint. This web part lets you show users their own calendars, as well as shared ones and was just the ticket. During installation we got an error message, which the support addressed.

— Sandra (11/03/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ The Digital Chatbots"

What do you like best about the product?
It provides reminders from my google calendar. I can customise my board to access all my daily essentials in one place. Such as google drive, emails, Jira updates, and more. It has made my life much easier. I do not have to open every single app separately to find messages.
What do you dislike about the product?
It is a bit pricey. The prices could be lower.
What problems is the product solving and how is that benefiting you?
Saving time and energy by providing all updates in one place. Connected to several apps such as Slack, gmail, drive, sheets, etc.

— Kriti B. (10/15/2024) G2 Crowd

"⭐️⭐️⭐️⭐️⭐️ Simple widget"

This simply reads in your RSS feeds and makes it into a web part, for example to share your company blog. The web part's look can be fully adjusted, but there is a small monthly fee for this service (outside of a small monthly allowance).

— Kate Wilkinson (09/20/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ Viva Connections"

We connected Workday to our Viva Connections dashboard to show users their PTO balances and offer a convenient way to request time off. The support was very helpful to go through an internal Infosec approval which added about 6 weeks to be able to roll it out. But the result is perfect!

— Emilia Barakat (09/22/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ Show conversations from non-Teams locations"

Through a merger we had some locations that were used to Slack, and with this web part we could easily import their recent conversations into our SharePoint pages which makes it easier for management to monitor our new stores.

— Agnes Robertson (10/17/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️ The app store Viva was meant to have"

Despite a lot of hype around Viva dashboard we always held back rolling it out as there was just not a lot of apps available for it, we use ServiceNow, Salesforce and Workday for example; none of which are available in App Source. The only way really was to make up a custom ACE that's pretty much just a fancier bookmark to link out to each portal. So I was stunned to see these 3 apps being available through this Viva app. SNOW took help from their support team get started, and we hit one or two roadblocks submitting requests to Workday, etc. so it's not perfect but after a couple of support sessions we were able to put together a Viva homepage that works great for users and, to my eye, really delivers on the vision Microsoft promised with Viva being the central tab in Teams + SharePoint. So this app = must have

— Verified user (07/27/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ App store for web parts"

I understand this is a company trying to create a marketplace of apps for SharePoint web parts which is a cool idea. It generates a list from the connected app's API which you can then refine. The selection could be a lot bigger, but for the apps I wanted and they had, it worked really well.

— Verified user (03/05/2024) Microsoft AppSource

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Zoho CRM is just one of many SharePoint apps you can use

adenin’s SharePoint integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your SharePoint experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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