Connect Dropbox and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Dropbox to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dropbox with Salesforce - 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 Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Dropbox and Salesforce, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Dropbox + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dropbox and Salesforce
How do I set up a trigger in Salesforce to integrate with Dropbox?
To set up a trigger in Salesforce, you begin by selecting the specific event that should initiate the integration, such as the creation of a new record or an update to an existing one. In our platform, you can customize this further by defining criteria that must be met for Dropbox to respond, like saving a file in a specified folder.
Can I automate the upload of files from Salesforce to Dropbox?
Yes, you can automate file uploads from Salesforce to Dropbox by setting up an action linked to specific triggers, such as when a record is updated or a new attachment is added in Salesforce. Our system will automatically manage the upload into your designated Dropbox folder.
What types of actions can Dropbox perform when integrated with Salesforce?
Dropbox can perform various actions such as uploading new files, creating folders, and even interacting with existing files based on triggers set within Salesforce. This automation helps streamline your processes easily through our integration service.
Is it possible to create folders in Dropbox automatically based on Salesforce data?
Absolutely. You can configure this action by associating it with specific triggers in Salesforce. For example, when a new sales opportunity is created, we can automatically create a corresponding folder structure in Dropbox using our integration tool.
How do I handle permissions for Dropbox files triggered by Salesforce actions?
Handling permissions involves setting appropriate access levels within Dropbox for any file or folder created through an integration trigger from Salesforce. We recommend managing these settings directly within your Dropbox account where full control over sharing and privacy settings is available.
Can I sync changes made in Dropbox back to Salesforce records?
Currently, our integration primarily supports one-way sync from Salesforce to Dropbox. Although automatic syncing of changes made directly in Dropbox back into Salesforce isn't supported yet, manual updates could be achieved through custom solutions or additional integrations.
What should I do if my integration between Dropbox and Salesforce isn't working properly?
If you encounter issues with your integration setup between Dropbox and Salesforce, ensure first that all triggers and actions are correctly configured according to your requirements. Checking connection permissions and reviewing any error messages within our platform may resolve common problems.
Connect Dropbox and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
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
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- Important Information
ActionWrite- Space
- FolderRequired
- Folder NameRequired
ActionWrite
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- FolderRequired
ActionWrite- Space
- Folder PathRequired
- Important Information
ActionWrite- Space
- FolderRequired
- File
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
ActionWrite
