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Zoho Workdrive Integration For Zoho CRM

Zoho WorkDrive Integration for Zoho CRM seamlessly connects your CRM records with Zoho WorkDrive, automatically creating and organizing dedicated folders for Leads, Contacts, Accounts, and Deals. Each new CRM record is linked to its corresponding WorkDrive folder, with the folder ID and direct URL automatically added to the CRM record. Users can access and manage their documents directly from CRM, while WorkDrive maintains a structured and organized folder hierarchy.

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Privacy Policy

This Privacy Policy explains how Zoho WorkDrive Integration for Zoho CRM ("Extension", "we", "our", or "us") handles information when you install and use the Extension.

The Extension is designed to connect Zoho CRM with Zoho WorkDrive, automatically create folders for supported CRM records, and provide users with direct access to those folders.

By installing or using the Extension, you acknowledge that you have read and understood this Privacy Policy.


1. Overview

Zoho WorkDrive Integration for Zoho CRM helps organizations connect CRM records with their corresponding document folders in Zoho WorkDrive.

The Extension currently supports:

  • Leads
  • Contacts
  • Accounts
  • Deals

After authorization, the Extension can create WorkDrive folders for supported CRM records and store the associated WorkDrive folder information in Zoho CRM.

Our approach is to process only the information necessary to provide and maintain this functionality.


2. Information the Extension Accesses

To provide its functionality, the Extension may access information from your Zoho CRM and Zoho WorkDrive environments.

This may include:

Zoho CRM Information

  • CRM module information
  • CRM record ID
  • CRM record name
  • Relevant CRM fields
  • WorkDrive Folder ID field
  • WorkDrive Folder URL field
  • CRM metadata required to identify supported modules and fields

Zoho WorkDrive Information

The Extension may access information necessary to:

  • Identify the authorized WorkDrive account or team
  • Identify the appropriate WorkDrive location
  • Create folders
  • Retrieve folder IDs
  • Retrieve folder URLs
  • Maintain the connection between CRM records and WorkDrive folders

The Extension accesses this information only to provide its intended integration functionality.


3. Information We Do Not Intentionally Collect

The Extension does not intentionally collect or store the following information for unrelated purposes:

  • Zoho account passwords
  • Credit card information
  • Banking information
  • Payment information
  • User passwords
  • Personal files stored in WorkDrive
  • Documents unrelated to the integration
  • CRM information unrelated to the Extension's functionality

We do not sell, rent, or trade your CRM or WorkDrive data.


4. How We Use Information

Information accessed by the Extension is used to provide the integration functionality, including:

  • Identifying supported CRM records
  • Creating corresponding WorkDrive folders
  • Organizing folders according to CRM modules
  • Associating CRM records with WorkDrive folders
  • Retrieving WorkDrive Folder IDs
  • Retrieving WorkDrive Folder URLs
  • Updating designated CRM fields
  • Maintaining the CRM-to-WorkDrive relationship
  • Troubleshooting and improving the Extension

We do not use CRM or WorkDrive data for advertising or unrelated marketing purposes.


5. Automatic Folder Creation

When a new Lead, Contact, Account, or Deal is created, the Extension may process the record name and other necessary information to create the corresponding WorkDrive folder.

For example:

CRM Record:
ABC Corporation

        ↓

WorkDrive:

Accounts
└── ABC Corporation

The resulting WorkDrive folder ID and URL may then be stored in the corresponding CRM record.


6. WorkDrive Authorization

The Extension requires authorization to connect with your Zoho WorkDrive account.

Authorization allows the Extension to perform the actions required for the integration, such as:

  • Creating folders
  • Accessing relevant folder information
  • Retrieving folder IDs
  • Retrieving folder URLs

You should review the permissions presented during the authorization process before granting access.

You can revoke the Extension's access through the applicable Zoho account or application settings.


7. Data Storage

The Extension is designed to minimize external storage of your CRM and WorkDrive information.

Information such as the:

  • WorkDrive Folder ID
  • WorkDrive Folder URL

may be stored within your Zoho CRM organization as part of the integration.

Documents and files uploaded to the corresponding folders remain within Zoho WorkDrive and are subject to your organization's WorkDrive configuration, permissions, and retention policies.

We do not intentionally store copies of your WorkDrive documents on our own servers.


8. Data Sharing

We do not sell, rent, or otherwise monetize your CRM or WorkDrive data.

Information may be transmitted between Zoho CRM and Zoho WorkDrive as necessary to provide the Extension's functionality.

We may disclose information where reasonably necessary:

  • To provide the requested integration functionality.
  • To comply with applicable laws or legal processes.
  • To protect the security or integrity of the Extension.
  • To prevent fraud, abuse, or unauthorized access.
  • Where required by a valid legal request.

9. Third-Party Services

The Extension relies on third-party Zoho services, including:

  • Zoho CRM
  • Zoho WorkDrive

The Extension's functionality depends on the availability and APIs of these services.

Your use of Zoho CRM and Zoho WorkDrive is also subject to their respective terms, privacy policies, and security practices.

We are not responsible for changes to third-party services, including changes to:

  • APIs
  • Authentication mechanisms
  • Permissions
  • Availability
  • Data-retention policies
  • Platform functionality

10. Data Security

We take reasonable measures to protect information processed through the Extension.

Security measures may include:

  • Secure authentication mechanisms provided by Zoho.
  • Secure communication between integrated services.
  • Limiting access to information required for the Extension's functionality.
  • Following the principle of least privilege where applicable.

However, no internet-based service or electronic transmission can be guaranteed to be completely secure.

Organizations are responsible for maintaining appropriate security controls within their Zoho CRM and Zoho WorkDrive environments.


11. Access Control

Access to WorkDrive folders is primarily controlled through Zoho WorkDrive's permission and sharing mechanisms.

The Extension does not override your organization's WorkDrive permissions.

For example, if a user does not have permission to access a particular WorkDrive folder, having the folder URL in CRM does not necessarily grant that user access to the folder.

Administrators are responsible for configuring appropriate CRM and WorkDrive permissions.


12. Data Retention

The Extension does not intentionally retain your CRM or WorkDrive data longer than necessary to provide its functionality.

Information stored within your Zoho CRM organization remains subject to your organization's CRM retention policies.

Documents stored in Zoho WorkDrive remain subject to your organization's WorkDrive retention and deletion policies.

If the Extension is uninstalled, previously created CRM fields, folder URLs, folder IDs, and WorkDrive folders may remain in your systems unless they are separately removed by an authorized administrator.


13. User Responsibilities

Users and organizations are responsible for:

  • Maintaining accurate CRM information.
  • Managing CRM user permissions.
  • Managing WorkDrive folder permissions.
  • Ensuring documents are shared only with authorized users.
  • Complying with applicable privacy and data-protection laws.
  • Ensuring that use of the Extension is consistent with internal data-security policies.

The Extension should not be used as a replacement for an organization's internal privacy, security, backup, or data-governance procedures.


14. International Data Processing

Zoho CRM and Zoho WorkDrive may process information in accordance with the services and infrastructure provided by Zoho.

Depending on your organization's configuration, location, and use of Zoho services, information may be processed across different jurisdictions.

Organizations are responsible for determining whether their use of the Extension and associated Zoho services satisfies their applicable data-protection obligations.


15. Children's Privacy

The Extension is designed for business use and is not directed toward children.

We do not knowingly collect personal information from children for the purpose of providing the Extension.


16. Cookies and Tracking

The Extension does not intentionally use cookies or tracking technologies for advertising purposes.

Any cookies or similar technologies used by Zoho or the underlying Zoho CRM/WorkDrive platform are governed by the applicable policies of those services.


17. Marketing and Advertising

We do not sell CRM or WorkDrive information for advertising purposes.

We do not use information accessed through the Extension to create advertising profiles of users or customers.


18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect:

  • Changes to the Extension.
  • Changes to our data practices.
  • Changes to third-party integrations.
  • Security improvements.
  • Legal or regulatory requirements.

The updated Privacy Policy will become effective when published.

We encourage users to periodically review this Privacy Policy for any changes.


19. Your Rights

Depending on your jurisdiction, you may have certain rights regarding personal information, which may include rights to:

  • Access personal information.
  • Correct inaccurate information.
  • Request deletion of information.
  • Restrict certain processing.
  • Object to certain processing.
  • Request information about how data is processed.

Because most CRM and WorkDrive data is managed within your organization's Zoho environment, requests relating to that data may need to be directed to your organization's administrator or to Zoho, depending on the circumstances.


20. Uninstallation

You may stop using the Extension at any time by uninstalling it from Zoho CRM.

Uninstalling the Extension may stop future integration activities, but it does not necessarily delete:

  • Existing CRM records.
  • WorkDrive folders.
  • WorkDrive documents.
  • WorkDrive Folder IDs.
  • WorkDrive Folder URLs.

These items may need to be removed separately by an authorized administrator if required.


21. Contact Us

If you have questions regarding this Privacy Policy or how the Extension handles information, please contact us.

Support Email: [email protected]

When contacting us, please provide:

  • Extension name
  • Extension version
  • Description of your privacy or data-related question
  • Relevant CRM module, if applicable

Please do not include passwords or other sensitive credentials in support requests.


22. Acknowledgement

By installing or using Zoho WorkDrive Integration for Zoho CRM, you acknowledge that you have read and understood this Privacy Policy.

Extension: Zoho WorkDrive Integration for Zoho CRM

Version: 1.0

Effective Date: August 2026

Important Legal Note

This is a marketplace-ready privacy-policy draft, but because your extension accesses and transfers CRM/WorkDrive information, I recommend having a privacy lawyer review the final version before publication. In particular, they should verify the sections covering data processing, international transfers, user rights, third-party services, and data retention against your actual technical implementation and the jurisdictions in which your customers operate.

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