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Dropbox + Microsoft Dynamics 365 CRM

Create shared links in Dropbox for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your sales leads by connecting Microsoft Dynamics 365 CRM to Dropbox. This workflow is activated when a new lead is added to your CRM and swiftly creates a shared link in Dropbox, making it simple to keep track of essential documents and collaborate with team members. Streamline your sales process with this seamless automation.

Efficiently manage your sales leads by connecting Microsoft Dynamics 365 CRM to Dropbox. This workflow is activated when a new lead is added to your CRM and swiftly creates a shared link in Dropbox, making it simple to keep track of essential documents and collaborate with team members. Streamline your sales process with this seamless automation.

  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
    Create Shared Link

    Creates a shared link for a file.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.
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  • 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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