Agile CRM + Dropbox Integrations

How to connect Agile CRM + Dropbox

Zapier lets you send info between Agile CRM and Dropbox automatically—no code required.

When this happens...

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!

Create Folder

Creates a brand new folder at the path you specify.

Popular Agile CRM + Dropbox workflows

Our most popular Zap! arrow pointing down

Create contacts in Agile CRM using CandidateZip to extract info from new resume files in Dropbox
Dropbox + CandidateZip Resume/Job Parser + Agile CRM
More details
When this happens
Step 1: New File in Folder
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Contact
See Zap details Try it
Create contacts in Agile CRM using CandidateZip to extract info from new resume files in Dropbox
Create contacts in Agile CRM using CandidateZip to extract info from new resume files in Dropbox
Dropbox + CandidateZip Resume/Job Parser + Agile CRM

Do Even More with Agile CRM + Dropbox

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Agile CRM + Dropbox workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create contacts in Agile CRM using CandidateZip to extract info from new resume files in Dropbox
Create contacts in Agile CRM using CandidateZip to extract info from new resume files in Dropbox
Try it
Agile CRM + CandidateZip Resume/Job Parser + Dropbox + 1 more

Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled

New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled

Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
Dropbox
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
Dropbox
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
Dropbox
Creates a brand new folder at the path you specify.
Scheduled
Action
Dropbox
Upload an existing file or attachment not bigger than 100 MB.
Scheduled
Action
Dropbox
Moves a file to a new location at the path you specify.
Scheduled
Action
Dropbox
Creates a brand new text file from plain text content you specify.
Scheduled
Action
Dropbox
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Scheduled
Action
Dropbox
Renames a file that you specify.
Scheduled
Action
Dropbox
Creates a shared link for a file.
Scheduled
Action
Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action

How Agile CRM + Dropbox Integrations Work

Step 1: Authenticate Agile CRM + Dropbox.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + Dropbox

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar Apps

HubSpot

Marketing Automation

Keap Max Classic

Marketing Automation

Inbound Now

Marketing Automation, WordPress

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Learn More