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Set up your first integration
Quickly connect Dropbox to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dropbox with Pipedrive - no code necessary. See how you can get setup in minutes.
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
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
ActionWrite- Space
- File PathRequired
- Important Information
ActionWrite
- Shared Folders
Triggers when a shared folder is added.
Try ItTriggerPolling - Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- New LocationRequired
ActionWrite- Space
- Folder PathRequired
- Important Information
ActionWrite
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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 OwnerBackup 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.
ITSave 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 ManagementLearn how to automate Dropbox on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
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.