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Set up your first integration
Quickly connect Dropbox to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Dropbox with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Folder" from Dropbox.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dropbox and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- File PathRequired
- Important Information
ActionWrite- Space
- FolderRequired
- Folder NameRequired
ActionWrite
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- New LocationRequired
ActionWrite- Space
- Folder PathRequired
- Important Information
ActionWrite- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
ActionWrite
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Practical ways you can use Dropbox and HubSpot
Track new deals with maintained documentation
Ensure all deals are properly documented and accessible. Whenever a new deal is created in HubSpot, Zapier automatically creates a related folder in Dropbox. This keeps files organized in real-time and ensures documentation is always stored in the correct place.
Business OwnerStore marketing media assets automatically
Save your media assets for later use. When a form submission happens on HubSpot, Zapier uploads the included files directly to Dropbox, keeping assets easily locatable without manual downloads.
Marketing & Marketing OpsOrganize project-related documents
Simplify team collaboration by linking HubSpot projects and Dropbox folders. Each time a new project or deal begins in HubSpot, Zapier creates a correlating folder in Dropbox, centralizing files and improving accessibility.
Project ManagementLearn how to automate Dropbox on the Zapier blog
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Dropbox + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dropbox and HubSpot
What kind of triggers can be set up when integrating Dropbox with HubSpot?
When integrating Dropbox with HubSpot, you can set up triggers such as a new file or folder added in Dropbox. This allows for automatic actions in HubSpot like creating a contact or updating a deal whenever the specified trigger occurs.
Are there any limitations on the types of files that can trigger actions in HubSpot when using the Dropbox integration?
Our integration primarily focuses on recognizing new files and folders in general. However, certain specific file types may not directly trigger actions due to restrictions or unique behaviors within Dropbox.
Can I automate updates to my HubSpot CRM based on changes made in Dropbox?
Yes, you can automate updates to your HubSpot CRM by setting triggers when specific changes occur in Dropbox, such as modifying existing files. This can initiate actions like updating contact properties or moving deals along your pipeline.
How do I handle authentication between Dropbox and HubSpot for integration purposes?
You will need to authorize both your Dropbox and HubSpot accounts through our platform, which securely connects the applications. Each account will have its respective authentication process that must be completed before setting up workflows.
Is it possible to create a task in HubSpot whenever a file is deleted from a specific Dropbox folder?
Currently, our integration does not support triggering an action in HubSpot when a file is deleted from a Dropbox folder. The integration focuses primarily on additions or modifications of files and folders.
How does the syncing interval work between Dropbox updates and triggering actions in HubSpot?
The syncing process generally checks for changes in near real-time, but it may vary depending on the volume of data and server loads. Typically, actions in HubSpot are triggered shortly after events occur in Dropbox.
Can I customize what information is pulled from Dropbox into my HubSpot records?
Yes, you can customize the data mapping between Dropbox files and your HubSpot records during setup. This allows you to pull only the essential information required for your business processes into your CRM system.
