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Dropbox + Redtail CRM

Dropbox + Redtail CRM

Dropbox + Redtail CRM integrations

Create shared links in Dropbox for new Redtail CRM activities

Effortlessly keep track of new activities in Redtail CRM by organizing corresponding files in Dropbox. With this workflow, every time a new activity is created in Redtail CRM, a shared link to a related file in Dropbox will be generated. This way, you can easily access and manage your files without manually searching for them, streamlining your workflow and improving organization.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Create Shared Link
    Create Shared Link
    Create Shared LinkCreates a shared link for a file.
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More things you can do with Redtail CRM and Dropbox

Discover other triggers and actions you can use with Redtail CRM and Dropbox

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Opportunity Created

    Triggers when a new opportunity is created in your database.

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    Activity Deleted

    Triggers when an activity is deleted in your database.

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    Contact Created

    Triggers when a new contact is created in your database.

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    Contact Updated

    Triggers when an existing contact is updated in your database.

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  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

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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 Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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