Dropbox + Leap CRM integrations
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.
- When this happens...New CustomerNew Customer from jobprogress
- automatically do this!Create FolderTriggers 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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More things you can do with Leap CRM and Dropbox
Discover other triggers and actions you can use with Leap CRM and Dropbox
- New Customer
New Customer from jobprogress
Try ItTriggerPolling - Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
ActionWrite- 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
ActionWrite- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling
- New Lead
New Lead from JobProgress
Try ItTriggerPolling - IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
ActionWrite- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
ActionWrite- Shared Folders
Triggers when a shared folder is added.
Try ItTriggerPolling
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.
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