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Dropbox + Redtail CRM

Dropbox + Redtail CRM

Dropbox + Redtail CRM integrations

Move files in Dropbox when Redtail CRM contacts are updated

Effortlessly organize your Dropbox files when a contact is updated in Redtail CRM with this seamless workflow. Whenever a contact's information changes in your CRM, this automation will move the associated file in Dropbox to your desired location. Save time and ensure that your contact-related files are always in the right place without any manual work.

  1. When this happens...
    Contact Updated
    Contact Updated
    Contact UpdatedTriggers when an existing contact is updated in your database.
  2. automatically do this!
    Move File
    Move File
    Move FileMoves a file to a new location at the path you specify.
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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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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

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  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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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