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Dropbox + Microsoft Dynamics 365 CRM

Upload new Microsoft Dynamics 365 CRM leads' files to Dropbox

Efficiently manage your leads and ensure seamless collaboration by automatically uploading files to Dropbox when a new lead is added in Microsoft Dynamics 365 CRM. This workflow simplifies your sales process and saves valuable time, so you can focus on engaging with potential clients and growing your business.

Efficiently manage your leads and ensure seamless collaboration by automatically uploading files to Dropbox when a new lead is added in Microsoft Dynamics 365 CRM. This workflow simplifies your sales process and saves valuable time, so you can focus on engaging with potential clients and growing your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • File Management & Storage

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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