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Dropbox + Zoho CRM

Move updated Zoho CRM module entries to new Dropbox files

Effortlessly update your file organization in Dropbox whenever a module entry is modified in Zoho CRM with this handy automation. When a module entry is updated in Zoho CRM, the corresponding file in Dropbox will be moved to a new location, ensuring that your file storage aligns with the latest CRM data. Maintain an organized and accurate file system while streamlining your workflow.

Effortlessly update your file organization in Dropbox whenever a module entry is modified in Zoho CRM with this handy automation. When a module entry is updated in Zoho CRM, the corresponding file in Dropbox will be moved to a new location, ensuring that your file storage aligns with the latest CRM data. Maintain an organized and accurate file system while streamlining your workflow.

  1. When this happens...
    Zoho CRMZoho CRM
    Updated Module Entry

    Triggers instantaneously when a module entry is updated

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Move File

    Moves a file to a new location at the path you specify.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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.
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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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