Create Dynamic WorkDrive Folder Structures by Agency in Zoho CRM || Easy Workdrive for Zoho CRM

Learn how to create a dynamic WorkDrive folder structure in Zoho CRM where each CRM record automatically uses the Team Folder of its associated Agency. In this tutorial, we use WorkDrive for Zoho CRM to build a more advanced folder automation using a custom Agencies module, Dynamic Root Folders, CRM relationships, workflow conditions, and nested WorkDrive folders. In this video, you will learn: How to create separate WorkDrive Team Folders for different Agencies How to store each Agency’s WorkDrive Team Folder ID in Zoho CRM How to connect Deals with records from a custom Agencies module How to create a Zoho CRM workflow for automatic folder creation How to configure a Dynamic Root Folder from a related Agency record How to create a shared Deals folder inside each Agency Team Folder How the Use Existing Folder option prevents duplicate module folders How to create individual Deal folders using the Deal Name field How to save the generated WorkDrive Folder ID back to the CRM record How to create different folder structures based on Deal Stage How to create Stage-based nested folders such as Needs Analysis How multiple Deals can reuse the same Agency and Stage folders How the same automation dynamically switches between Agency A and Agency B Team Folders For example, a Deal associated with Agency A can automatically create its folder inside the Agency A Team Folder, while a Deal associated with Agency B uses the Agency B Team Folder—all while using the same Zoho CRM and workflow automation. This approach is useful for organizations managing multiple agencies, departments, clients, or business units that require separate WorkDrive document structures. Timestamps: 00:00 Introduction 01:55 Workflow Setup 08:38 Testing 13:42 Conclusion Install WorkDrive for Zoho CRM: https://marketplace.zoho.com/app/crm/... Developed by Insta Web Works. #ZohoCRM #ZohoWorkDrive #CRMFileManagement #ZohoAutomation #DocumentManagement