Dropbox + Leap CRM
Create folders in Dropbox for new customers in Leap CRM
Boost your efficiency by securing a quick and seamless workflow between Leap CRM and Dropbox. When a new customer is added in Leap CRM, a corresponding folder gets created in Dropbox. This automation not only saves time but also enhances organization, making it easier to keep track of customer-specific documents, contracts, or information in a secure place. Improve your operational workflow with this streamlined process.
Boost your efficiency by securing a quick and seamless workflow between Leap CRM and Dropbox. When a new customer is added in Leap CRM, a corresponding folder gets created in Dropbox. This automation not only saves time but also enhances organization, making it easier to keep track of customer-specific documents, contracts, or information in a secure place. Improve your operational workflow with this streamlined process.
- 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
