Dropbox + Salesforce
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.
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 Folder
Triggers 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 Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Lead
Updates an existing lead in Salesforce.
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Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try ItSpace
FolderRequired
File
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItSpace
File PathRequired
Important Information
Space
FolderRequired
Folder NameRequired
Space
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItSpace
FileRequired
New LocationRequired
Space
Folder PathRequired
Important Information
Space
FolderRequired
FileRequired
Overwrite
Specify File Name
Specify File Extension
Include sharing link?
