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Dropbox + Zoho CRM

Dropbox + Zoho CRM

Dropbox + Zoho CRM integrations

Move files in Dropbox when contacts are new or updated in Zoho CRM

Effortlessly keep your customer files organized with this seamless workflow between Zoho CRM and Dropbox. Whenever a contact is added or updated in Zoho CRM, this automation will move the corresponding file to a specific folder in your Dropbox account. Stay on top of your file management and ensure that your team can easily access up-to-date information about your clients.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers 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.
  2. automatically do this!
    Move File
    Move File
    Move FileMoves a file to a new location at the path you specify.
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More things you can do with Zoho CRM and Dropbox

Discover other triggers and actions you can use with Zoho CRM and Dropbox

  • 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
    Polling
    Try It
    • Module
      Required
    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
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New User

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

    Trigger
    Polling
    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
    Polling
    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
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
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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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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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