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.

Dropbox

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

SugarSync is an easy-to-use file sharing, online backup and cloud storage service you can use to sync music, photos and files across any device. Sync just a few folders or all of your folders. Collaborate on team projects, distribute view-only files, or post links to documents on the web.

SugarSync

Box lets you keep all your businesses files in one place for simple online collaboration.

Take the manual work out of uploading, sharing, and getting feedback on Box. Your cloud storage can be more than an online file drawer: Use Box with Zapier to automatically create files, folders, events, or comments from events in other apps. Zapier can also monitor when there are new files uploaded or tasks assigned to you in Box and automatically trigger alerts and actions in other apps you use.

Here are some creative ways to use Box with Zapier:

 Upload new Gmail attachments to your Box account for safekeeping, and control who has access to those documents.

 Give your team access to in-progress work. Whenever a new member is added to a certain Trello card, Zapier can search for a Box folder and add the team member as a collaborator for that folder. (Tip: Add another step to send your teammate a Slack or HipChat message with a link to the folder.)

 Stay on top of your to-dos. Whenever a new task is assigned to you on Box, create a new task in Todoist.

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Box

Wealthbox CRM

Box

Wealthbox CRM

Box + Wealthbox CRM Integrations

Popular Ways to Connect Box and Wealthbox CRM

Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip

Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip

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How Box + Wealthbox CRM Integrations Work

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