Dropbox + Salesforce
Add new Dropbox files to Salesforce campaign as leads
Effortlessly keep your Salesforce campaigns updated with new leads whenever a file is added to a designated folder in Dropbox. This workflow streamlines the process of adding leads to campaigns in Salesforce by transferring information from newly uploaded Dropbox files, saving you time and eliminating manual data entry, so you can focus on other important tasks.
Effortlessly keep your Salesforce campaigns updated with new leads whenever a file is added to a designated folder in Dropbox. This workflow streamlines the process of adding leads to campaigns in Salesforce by transferring information from newly uploaded Dropbox files, saving you time and eliminating manual data entry, so you can focus on other important tasks.
- When this happens...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 6000.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try ItSpace
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItSpace
Shared FolderRequired
Member Email AddressesRequired
Access LevelRequired
Notify Members?Required
Space
File PathRequired
Important Information
