This Dropbox extension provides an easy way to collaborate on documents associated with all your Zoho CRM records, and create and edit folders to keep your files organized. Eliminate the need for back-and-forth emails with customers by using the Dropbox extension.
Key Features:
Add and sync files from Zoho CRM records to Dropbox cloud storage
Share attached files as links inside Zoho CRM
Access and manage all Dropbox content and records inside Zoho CRM
Dropbox for Zoho CRM removes the back and forth email conversations often needed between salespeople when they are collaborating and editing documents. Create folders for all content related to Zoho CRM records, and use the Dropbox Extension to edit them on the cloud.
It's a completely worthless extension. If you have a Dropbox team account, it saves the root folder to your personal folder. There is no way to move the folder Zoho saves its documents from your personal Dropbox folder. Therefore, no team members can see the folders Zoho creates. Did anyone even test this before it was released?
The Dropbox team account should be used by all the users to authorize the extension from their respective Zoho CRM account, and once that is done, any folder created for any record in Zoho CRM using the extension will reside under the one root folder in the Dropbox team account. That root folder from the Dropbox team account can be shared with the Dropbox users who'd also have access to it.
We have also sent a detailed email from the ticket request, kindly reply to it or hit us up at support@zohoextensions.com, and we'd be glad to assist you in configuring the extension as per your requirements.
After talking to a representive from Zoho and understandig how it works, It's a great extention but not working the way I wanted it to, waiting on an update allowing uploading file from Dropbox to the CRM itself!
I like the extension, but it could have more functionalities. A good start would be to allow calls to be stored on DropBox, as well as images and other attachments.
I used to LOVE this extension. I would have given it at least 4 stars last week. It would generate the folders for me automatically, and we've built our internal filing system and process around this. Last week they retired that functionality, and I have to go in a push a button for every lead that comes in, and then again every time that it's converted, not only in contacts, but in the accounts and deals modules. It's so much busy work now!! I will continue to use the integration but am sorely disappointed that the automatic folder generation has been retired.
The automatic folder creation for records can be achieved through a custom function which is available in the link below. Also, it has instructions for creating workflow as well.
Great to have this integration but can you please update so that it will work with team folders? Current integration links files/folders in personal dropbox folder. Have confirmed with dropbox that the API is available to allow connections with team folders. Without integration with team folders sharing functionality becomes very restricted.
It is amazing, however cannot choose the root where it is saved, all my folders in my dropbox are sub folders of sub folders, so for everything to be saved at the root was a shame, apart from that it is 5 star app.
The reason that all the files and folders of your Zoho CRM records are saved under one root folder for this integration is because that way it will all be orderly assembled.
Also, the files associated with the Leads or Contacts in Dropbox will be inside the folder of that record's name which will be inside the particular module's folder and that can be accessed easily inside the root folder.
Please refer to the below link for the help documentation.
It is a good extension but does not fit my customer's needs. They would like to access other files/folders stored in dropbox but not linked to a record. So they could view and email them out to contacts when needed. Over and over... A library of attachments and documentation stored in Dropbox. They can link them to multiple records or create a completed task referencing it when it is used each time.
Thank you for your positive feedback. Your feedback is very precious and will be highly valued and seriously considered as the input for our product upgrade ideas. We will look into the possibilities of building the requested extension after checking its feasibility.
It would be nice if I can choose the destination folder on the Dropbox. Now it just installs Zoho CRM folder in my root dropbox folder. But I actually want it in the folder that I was already using until now with a more meaning full name...
As for now, the mentioned requirement is not part of the integration. However, we will try to implement this feature in the future update after checking its feasibility
Doesn't work with dropbox teams. Creation of a new account/contact etc creates a new folder under the unshared user folder, not the shared top-level, which renders this utterly pointless.
We could understand that the current integration is not fulfilling your requirements. So, could you please send an email to support@zohoextensions.com explaining your requirements in detail to analyze it on our end and assist you better.
Hi, Carl. Did this get resolved from the Zoho team? We need a way to link to documents as well, but am leery based on the limited options Zoho seems to offer.
Thank you for your feedback. The requirement mentioned by you is a valuable input for us. So, we will work on your requirement and try providing it in the future updates after checking its feasibility.
For further queries or to get an update, please write to support@zohoextensions.com and we will be glad to assist you.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Dropbox 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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The Dropbox team account should be used by all the users to authorize the extension from their respective Zoho CRM account, and once that is done, any folder created for any record in Zoho CRM using the extension will reside under the one root folder in the Dropbox team account. That root folder from the Dropbox team account can be shared with the Dropbox users who'd also have access to it.
We have also sent a detailed email from the ticket request, kindly reply to it or hit us up at support@zohoextensions.com, and we'd be glad to assist you in configuring the extension as per your requirements.