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Dropbox + Zoho CRM

Update Dropbox files when new or updated module entries occur in Zoho CRM

Effortlessly keep your files organized with this workflow that streamlines your processes by uploading new or updated module entries from Zoho CRM to Dropbox. Whenever a module entry is added or modified in Zoho CRM, the file will be uploaded to Dropbox, ensuring your CRM data is consistently backed up and readily accessible in one centralized location. Save valuable time by simplifying your business operations with this seamless automation.

Effortlessly keep your files organized with this workflow that streamlines your processes by uploading new or updated module entries from Zoho CRM to Dropbox. Whenever a module entry is added or modified in Zoho CRM, the file will be uploaded to Dropbox, ensuring your CRM data is consistently backed up and readily accessible in one centralized location. Save valuable time by simplifying your business operations with this seamless automation.

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

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    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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