Bigin’s File Cabinet powered by

Zoho WorkDrive

Zoho WorkDrive is now integrated with Bigin by Zoho CRM. Create File Cabinets for each customer, so you can share files, and manage all their documents in a single place.

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With this integration, you can:

Generate unique links to collect customer files
Configure workflows to automate the process of sending links
Receive notifications when a file is uploaded
Securely share files using OTP authentication
Manage all your leads in a more organized manner

Manage customer files within your CRM

Sending and receiving files through email and uploading them manually to your CRM can be time consuming. Instead, create a File Cabinet for each customer and send, receive, and store related files securely.

Secure what you share

Send and receive files without compromising file security. Protect your share links with OTP authentication to prevent unauthorized access.

Automate your workflow

Tracking and following up on your leads is essential for making a sale. Configure workflows and create condition-based actions to automate the process of sending links.

Stay updated with real-time notifications

Stay in the loop about who uploaded what and when. Receive real-time file submission notifications, so you can take prompt action whenever a customer uploads a file.

Zoho WorkDrive + Bigin by Zoho CRM

Experience the power of WorkDrive within your CRM