Dropbox for Zoho CRM

Save, Share and Sync CRM files bidirectionally between Zoho CRM and Dropbox

Built for: CRM Developed by: SaasPlugin
  ( 1 )

Zoho CRM to Dropbox creates a bidirectional channel for syncing your CRM’s lead and deal files to Dropbox. Access files and folders in your CRM that were created in Dropbox. Browse and share Dropbox files and folders directly from the CRM. You can also create new Dropbox folders/sub-folders in your CRM and accommodate necessary files and documents. Both the Leads and Deals modules maintain their own hierarchy of folders, thus making the sync process streamlined and more efficient.

Key Features:

  • Browse and share (new and existing) files and folders/sub-folders created in Dropbox from Zoho CRM.
  • Sync files and folders/sub-folders between Zoho CRM and Dropbox bidirectionally.
  • Save, upload, create, edit, arrange, or delete Dropbox files and folders/sub-folders directly from Zoho CRM.
  • Select your preferred location to integrate records of your CRM Leads and Deals modules in Dropbox. Files and folders/sub-folders remain intact after converting leads to deals.

Tags

Deployment type Zoho platform
Published date Jul 10, 2022
Version 1.0
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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