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Zapier makes it easy to integrate Dropbox with Pipedrive - no code necessary. See how you can get setup in minutes.

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Dropbox
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Dropbox
1. Choose trigger event
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Pipedrive
Pipedrive logo
Pipedrive
2. Choose action
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1. Select the event
Setup
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Dropbox
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Folder" from Dropbox.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Dropbox and Pipedrive, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Shared Folder
      Required
    • Member Email Addresses
      Required
    • Access Level
      Required
    • Notify Members?
      Required
    Action
    Write
    • Space
    • File Path
      Required
    • Important Information
    Action
    Write
    • Space
    • Folder
      Required
    • File
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • File
      Required
    • New Location
      Required
    Action
    Write
    • Space
    • Folder Path
      Required
    • Important Information
    Action
    Write

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Practical ways you can use Dropbox and Pipedrive

Save contracts in Dropbox when a new deal is created.

When a new deal is added to Pipedrive, Zapier ensures any relevant documents—such as contracts or agreements—are automatically saved in a designated Dropbox folder for easy access. This integration reduces manual file management, improves organization, and helps maintain a clear record of each deal.

Business Owner
Try it
Backup CRM files to Dropbox automatically.

When webhooks indicate updates or new files attached within Pipedrive, Zapier saves these files to designated Dropbox folders. This ensures essential CRM documentation is securely backed up, supporting compliance and disaster recovery processes.

IT
Save key project documents securely.

When a new project is created in Pipedrive, Zapier automatically creates a curated folder in Dropbox for storing related files like timelines, proposals, or project briefs. This keeps all team members organized and improves file accessibility, leading to better collaboration.

Project Management

Learn how to automate Dropbox on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Dropbox to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Dropbox + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dropbox and Pipedrive

How do I integrate Dropbox with Pipedrive?

To integrate Dropbox with Pipedrive, you'll need to set up a connection through an automation platform like ours. The integration process involves authenticating both your Dropbox and Pipedrive accounts on our platform, then selecting specific triggers from Dropbox (such as 'New File in Folder') that will prompt actions in Pipedrive (like 'Create Activity').

Can I sync all my Dropbox files to Pipedrive?

You cannot directly sync all Dropbox files to Pipedrive, but you can automate the transfer of specific files. You'll need to set a trigger event like 'File Added to Specific Folder' in Dropbox which will perform an action such as 'Attach File' in Pipedrive for selected deals or contacts.

What types of files from Dropbox can be linked to Pipedrive?

Any type of file stored in your Dropbox account can be linked to Pipedrive as long as it's part of the defined integration workflow. Common file types include PDFs, Word documents, and images which can be attached using triggers like 'File Updated' within a specific folder.

How secure is the integration between Dropbox and Pipedrive?

Security is our top priority. When integrating Dropbox with Pipedrive through our platform, data transmission between services is encrypted using SSL encryption protocols. We also adhere to strict security policies ensuring that access is managed securely both on our end and via authorized connections only.

Is it possible to automate updates from a shared folder in Dropbox to reflect in Pipedrive?

Yes, it’s possible. By setting a trigger for changes such as 'New File Added' or 'File Updated' within a shared folder in Dropbox, you can automate actions like ‘Update Deal’ or ‘Log Activity’ within Pipedrive.

Can multiple users use the same integration setup?

Yes, multiple users can utilize the same integration setup as long as they have access permissions both in our automation platform and within the integrated applications - Dropbox and Pipedrive. Make sure each user has appropriate access rights set up on both platforms.

Are there any limitations on file size when integrating Dropbox with Pipedrive?

There might be limitations regarding file size based on your plan type with both Dropbox and ours; however, the integration itself does not impose additional restrictions beyond these pre-existing ones. Consider checking both platforms for specific file size limits applicable.

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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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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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