Dropbox + Leap CRM
Create new Dropbox folders for every new customer in Leap CRM
Increase your efficiency with this streamlined workflow. As soon as a new customer is added on Leap CRM, a corresponding folder is created in your Dropbox account. This helps keep customer files organized and all important details in one place. Save time and improve productivity by maintaining a clear and tidy digital workspace.
Increase your efficiency with this streamlined workflow. As soon as a new customer is added on Leap CRM, a corresponding folder is created in your Dropbox account. This helps keep customer files organized and all important details in one place. Save time and improve productivity by maintaining a clear and tidy digital workspace.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Shared Folders
Triggers when a shared folder is added.
Try It
