Dropbox + Salesforce + Microsoft Outlook Integrations

How to connect Dropbox + Salesforce + Microsoft Outlook

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Do even more with Dropbox + Salesforce + Microsoft Outlook

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Salesforce, and Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Trigger
Scheduled
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.
Trigger
Scheduled
Create Folder
Creates a brand new folder at the path you specify.
Action
Write
Upload File
Upload an existing file or attachment not bigger than 100 MB.
Action
Write
Move File
Moves a file to a new location at the path you specify.
Action
Write

Create Text File
Creates a brand new text file from plain text content you specify.
Action
Write
Create or Append to Text File
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Action
Write

Rename File
Renames a file that you specify.
Action
Write

Dropbox
Creates a shared link for a file.
Scheduled
Action
Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
Microsoft Outlook
Creates a new contact.
Scheduled
Action
Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
Microsoft Outlook
Updates a contact.
Scheduled
Action
Microsoft Outlook
Search for a contact.
Scheduled
Action
Microsoft Outlook
this is the description.
Scheduled
Action

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How Dropbox + Salesforce + Microsoft Outlook Integrations Work

Step 1: Authenticate Dropbox, Salesforce, and Microsoft Outlook.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Dropbox + Salesforce + Microsoft Outlook

About Dropbox

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