Skip to content
Dropbox logoDropbox logo
Leap CRM logoLeap CRM logo
Dropbox logoDropbox logo
Leap CRM logoLeap CRM logo

Dropbox + Leap CRM

Dropbox + Leap CRM

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.

  1. When this happens...
    New Customer
    New Customer
    New CustomerNew Customer from jobprogress
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Leap CRM and Dropbox

Discover other triggers and actions you can use with Leap CRM and Dropbox

  • Leap CRM triggers, actions, and search
    New Customer

    New Customer from jobprogress

    Trigger
    Polling
    Try It
    • Lead Id
    • Job Id / Job Number (8888-9999-01)
    • Documents List
      Required
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    • Salesman / Customer Rep
    • Job Rep / Estimator
    • Job Description
    • Referral
    Action
    Write
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • ID
      Required
    • First Name
      Required
    • Last Name
    • Phone
      Required
    • Email
      Required
    • Company Name
    • Address
    • City
    • State
    • Zip Code
    • Country
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    Action
    Write
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
leap-crm logo
About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Â