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Dropbox + Zoho CRM

Create Zoho CRM module entries from new Dropbox folders

Effortlessly organize your Dropbox folders and stay on top of your CRM with this streamlined workflow. When a new folder is created in Dropbox, a module entry will be instantly created in your Zoho CRM, ensuring that your customer data is always organized and up to date. No more manual data entry - enjoy improved efficiency and accuracy with this simple automation.

Effortlessly organize your Dropbox folders and stay on top of your CRM with this streamlined workflow. When a new folder is created in Dropbox, a module entry will be instantly created in your Zoho CRM, ensuring that your customer data is always organized and up to date. No more manual data entry - enjoy improved efficiency and accuracy with this simple automation.

  1. When this happens...
    DropboxDropbox
    New Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Space

    • FolderRequired

    • Include files in subfolders?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • File

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • FileRequired

    • Overwrite

    • Specify File Name

    • Specify File Extension

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    • Overwrite

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • Folder NameRequired

    Action
    Write
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    Action
    Write
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dropbox logo

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.
Learn moreHelp

Related categories

  • File Management & Storage

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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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