Storage
OneDrive + AutomateNexus CRM
Pick OneDrive files straight into deals and projects.
What you can do
OneDrive, wired into your pipeline.
- 01
Files from OneDrive, on the record
Pick files straight from the file picker and attach them to contacts, deals, and projects.
- 02
Shared to the portal
Attach a file once and share it to the client portal.
- 03
No duplicate uploads
Files stay where they live; the CRM keeps the link.
How it works
Connected in three steps.
- Step 01
Connect OneDrive
Authorize under Settings → Integrations → Storage.
- Step 02
Pick files
Use the picker from any record or project.
- Step 03
Share
Publish to the portal or a proof for approval.
Under the hood
Built to be left alone.
Native connector
OneDrive is connected with OAuth and maintained by us.
Automations
OneDrive activity can trigger agents and automations the moment it happens.
No code
Authorize, choose defaults, and go — no developer required.
Your turn
Put OneDrive to work.
Start your 7-day free trial and connect OneDrive on day one. No credit card, no middleware.