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Dropbox + Pipedrive

Create Pipedrive notes from new Dropbox files in a folder

Instantly turn new Dropbox files into notes in Pipedrive with this seamless automation. Whenever a new file is added to a specific folder in Dropbox, this workflow will create a note associated with a deal, person, or organization in Pipedrive, helping you keep your sales process organized and up-to-date. Save time and stay focused on closing deals by effortlessly connecting your file storage and CRM tools.

Instantly turn new Dropbox files into notes in Pipedrive with this seamless automation. Whenever a new file is added to a specific folder in Dropbox, this workflow will create a note associated with a deal, person, or organization in Pipedrive, helping you keep your sales process organized and up-to-date. Save time and stay focused on closing deals by effortlessly connecting your file storage and CRM tools.

  1. When this happens...
    DropboxDropbox
    New File in Folder

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Space

    • FolderRequired

    • Include files in subfolders?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • File

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • FileRequired

    • Overwrite

    • Specify File Name

    • Specify File Extension

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    • Overwrite

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • Folder NameRequired

    Action
    Write
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    Action
    Write
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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.
Learn moreHelp

Related categories

  • File Management & Storage

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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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