Create SharePoint Folders under Zoho CRM Layout | Easy SharePoint

Learn how to automatically create SharePoint folders based on Zoho CRM layouts using Easy SharePoint for Zoho CRM. In this tutorial, we configure a workflow so each Deal record automatically creates its SharePoint folder under the correct layout-specific folder. For example, Deals using the Standard layout are stored inside the Standard folder, while Deals using the Professional Services layout are stored inside their own dedicated folder. In this video, you will learn: How to create layout-based SharePoint folder automation in Zoho CRM How to configure a workflow rule for the Deals module How to use the CRM Layout field as a workflow condition How to create separate conditions for different Deal layouts How to use a static SharePoint root folder How to create layout-specific folders in SharePoint How to dynamically name record folders using the Deal Name field How to save the generated SharePoint Folder ID back to Zoho CRM How to configure separate custom actions for each CRM layout How to automatically create Deal folders when new records are created How to verify workflow execution from the Zoho CRM Timeline How to confirm the final folder structure directly in SharePoint Timestamps: 00:00 Introduction 1:21 Workflow Setup 06:27 Testing 09:07 Conclusion With this configuration, businesses using multiple Zoho CRM layouts can automatically organize SharePoint documents according to the layout selected for each CRM record. A one-time workflow configuration allows future Deal folders to be created under their respective layout folders automatically, helping maintain a cleaner and more structured SharePoint document hierarchy. This setup is especially useful for businesses that use different Deal layouts for departments, services, teams, or business processes and want their SharePoint folder structure to follow the same organization. Developed by Insta Web Works. #ZohoCRM #SharePoint #ZohoAutomation #CRMWorkflow #DocumentManagemen