Loading

Capsule CRM + Dropbox

Create folders in Dropbox for new or updated Capsule CRM contacts

Organize your Capsule CRM contacts effortlessly with this efficient workflow. When a contact is added or updated in Capsule CRM, a new folder is created in Dropbox to store relevant files and documents. This automation not only saves time but also ensures a seamless connection between your CRM and file storage for better contact management.

Organize your Capsule CRM contacts effortlessly with this efficient workflow. When a contact is added or updated in Capsule CRM, a new folder is created in Dropbox to store relevant files and documents. This automation not only saves time but also ensures a seamless connection between your CRM and file storage for better contact management.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Create Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
dropbox logo
dropbox logo

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.

Related categories

Similar apps

Google Drive integrationsGoogle Drive integrations

Google Drive

File Management & Storage, Google
Box integrationsBox integrations

Box

File Management & Storage
OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft