The top 5 Zoho WorkDrive integrations

With flexible work, it also means juggling your time between multiple apps and files. But how do you ensure business continuity, maintain business processes, and manage the connection between all of these apps?

The simplest solution is integration.

Integrating multiple applications into a unified platform like Zoho WorkDrive not only saves time but also keeps you informed of any changes happening to files.

In this article, we’re featuring the five best integrations to use with WorkDrive. Here’s how these tools can help ease your work:

1. Zoho Bigin 

Zoho Bigin is a CRM targeted at small businesses. The confidentiality of client files is paramount in business dealings and exchanges, and Bigin ensures a secure portal for receiving them.

How it works: This Bigin File Cabinet topping connects to your WorkDrive account. If you don't already have a WorkDrive account, it'll create a free account with 5GB of storage.

Once connected, you’re able to assign file cabinets to specific contacts manually. Workflows can also automatically create file cabinets for new contacts and inform them that they have access.

Files stored in Bigin are classified as internal or external. Internal files are added to a cabinet by an organization's owner, while external files are shared from contacts and can be viewed by everyone who has access to the cabinet. All of the files in a cabinet are saved directly to WorkDrive, so you’ll never have to worry about where they’re located. You can also free up space once your deal with the customer has been closed.

2. Zoho Cliq 

Zoho Cliq is an powerful communication app that works for any organization size. 

How it works: This integration is built into Cliq and enables quick sharing from WorkDrive’s file picker using Cliq’s attachment function. You can quickly set up permissions for any user or group a file has been sent to.

Integrating WorkDrive with Cliq also ensures that any new users who join a group with shared files will immediately get access to them. The reverse is also true; they’ll lose access if they ever leave the group.

3. Gmail 

With a huge volume of users worldwide, a lot of data—not just text—is being exchanged daily on Gmail. Connecting WorkDrive with Gmail paves the way for a smoother business continuity experience.

How it works: Once installed, you can easily access your WorkDrive library from your Gmail shortcuts and use WorkDrive files for your emails.

4. Microsoft Office 

Looking for a universal storage hub that not only saves your multiple Microsoft Office files but also keeps them synced across the world? That’s the Microsoft Office-WorkDrive integration.

Note that the integration currently only supports Microsoft Word, PowerPoint, and Excel.

How it works: First, install the add-on. Once installed, open any supported Microsoft apps and click Open. From there, you can log in to your WorkDrive account, open your WorkDrive files, and edit them. Once saved, these changes get synced to WorkDrive immediately. You can create new files and save them directly to your WorkDrive folders as well!

5. Zoho Connect 

Connect is Zoho’s social media/intranet service. Aside from being the go-to application for sharing information over a wide organizational network, Connect also serves as a treasure trove of useful resources for employees. Whether it's office culture, rules, regulations, or skills development help documents, Connect has what you need.

How it works: Like the Cliq-WorkDrive integration, you can tweak users’ access to files right from your Connect window. This makes posting your WorkDrive files on Connect a single-window process.

More resources  

The integrations mentioned here aren’t the only ones WorkDrive has. Products like Zoho Flow and Zapier enable integrations with over a thousand apps to keep your business in touch with your processes’ tech needs.

To learn more about Zapier ’s integrations for WorkDrive, you can check out this help article!

Integrations boost the way you work. These are just a few of the many WorkDrive integrations and add-ons available today, and there’s always more to come!