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Dropbox + Salesforce integrations
Add new Dropbox files to the right lead in Salesforce
Keeping files synced with the correct lead in Salesforce can be messy and time-consuming. This Zap triggers when a new file is added to a specific Dropbox folder, then finds the matching lead in Salesforce based on the file name. It automatically updates the lead record with a link to the file, so your team always has the right documents in the right place. Say goodbye to manual uploads and hello to a more organized workflow.
- When this happens...New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
- automatically do this...Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update LeadUpdates an existing lead in Salesforce.
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More things you can do with Dropbox and Salesforce
Discover other triggers and actions you can use with Dropbox and Salesforce
- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
ActionWrite- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
ActionWrite
- Shared Folders
Triggers when a shared folder is added.
Try ItTriggerPolling - Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- New LocationRequired
ActionWrite- Space
- File PathRequired
- Important Information
ActionWrite
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