How to connect Zoho CRM + Dropbox
Zapier lets you send info between Zoho CRM and Dropbox automatically—no code required.
Popular Zoho CRM + Dropbox workflows
Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in Dropbox
Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in DropboxPremium
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Do Even More with Zoho CRM + Dropbox
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Zoho CRM + Dropbox workflows do more for them.
Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in Dropbox
Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in DropboxPremium
- New ContactTriggers 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
- New LeadTriggers 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
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- 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.Trigger
- New or Updated LeadTriggers 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
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Dropbox
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
- Dropbox
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
- Dropbox
Creates a brand new folder at the path you specify.
Scheduled
Action
- Dropbox
Upload an existing file or attachment not bigger than 100 MB.
Scheduled
Action
- Dropbox
Moves a file to a new location at the path you specify.
Scheduled
Action
- Dropbox
Creates a brand new text file from plain text content you specify.
Scheduled
Action
- Dropbox
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Scheduled
Action
- Dropbox
Renames a file that you specify.
Scheduled
Action
- Dropbox
Creates a shared link for a file.
Scheduled
Action
- Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action
How Zoho CRM + Dropbox Integrations Work
- Step 1: Authenticate Zoho CRM and Dropbox.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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