OneDrive – ConvergeHub Integration

OneDrive Features

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC. You can also access files, documents, presentations etc. within ConvergeHub CRM to gain more productivity and close more deals faster. You always have a grip on your shared information with your contacts. Hence, your business is sure to gain an edge with better collaboration.

Associate your OneDrive documents with Leads, Accounts and Deals

Quickly associate OneDrive files and documents to leads, contacts, accounts, deals, and many more. This helps in keeping all your relevant documents associated with the customer and effectively manage the opportunities with higher business closure rates.

Document sharing

Share file securely with the customers and collaborate with the members of your team, which will effectively boost the flow of information and help manage all the information through a unified platform.

Setting up OneDrive Integration in ConvergeHub

1.Navigate to “App Store” or simply search “OneDrive” in App Store.

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that helps in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2.Navigate to “Library” listed under the “Collaboration” menu.

For connecting your OneDrive account with ConvergeHub, you need to navigate to the Collaboration menu and then click on Library, which is listed under it.

3.Click on “Connect to OneDrive” in left panel, which will open up a new window.

Click on Connect to OneDrive, which is available in the left panel. If you have pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

4.In the new window, input your Microsoft ID and password, then provide all the necessary authorization.

Providing the necessary authorization will get you linked with the app. You can use your Microsoft ID and Password, which will help you to connect all the files that you have stored in your OneDrive account or even upload new files for sharing with your team, business partners, leads and customers, and keep the files for your future use.