Upload files to Dropbox from new leads in Zoho CRM
Effortlessly stay organized and save time with this workflow that connects Zoho CRM and Dropbox. Whenever a new lead is added in Zoho CRM, their files will be instantly uploaded to a designated folder in Dropbox, keeping all relevant information in a centralized location for easy access. Say goodbye to manual file transfers and streamline your lead management process with this powerful automation.
Effortlessly stay organized and save time with this workflow that connects Zoho CRM and Dropbox. Whenever a new lead is added in Zoho CRM, their files will be instantly uploaded to a designated folder in Dropbox, keeping all relevant information in a centralized location for easy access. Say goodbye to manual file transfers and streamline your lead management process with this powerful automation.
- When this happens...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.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It