Managing files and CRM data separately often leads to confusion and inefficiency. The Dropbox for Zoho CRM Extension bridges the gap between your cloud storage and customer data by bringing Dropbox directly into Zoho CRM. Users can easily link, view, and manage files and folders from Dropbox within Zoho CRM’s standard and custom modules, allowing teams to collaborate more effectively and stay organized.
This extension eliminates the need to switch between platforms, allowing key files and documents from Dropbox to be easily accessed within Zoho CRM where they're most needed, saving valuable time spent looking for them.
By keeping your files where your customer data lives, you save time, improve collaboration, and maintain a single source of truth for every client interaction.
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Hello,
I would recommend you to try Dropbox Integration for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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