Dropbox + Zoho CRM

Create folders in Dropbox for new leads in Zoho CRM

Organize your sales process more efficiently with this automation that connects Zoho CRM and Dropbox. When a new lead is added to Zoho CRM, a corresponding folder is created in Dropbox to store all relevant documents and information. This seamless workflow helps you keep track of your leads and ensures all necessary data is easily accessible in one place.

When this happens...
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.
TriggerPolling
automatically do this!
Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
ActionWrite

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Supported triggers and actions

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
- ModuleRequired
Trigger
Instant
Try It
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Include sharing link?
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove ExpirationRequired
Action
Write
- Space
- Shared Link URLRequired
- Audience
- Access
Action
Write
- Space
- Search queryRequired
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
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
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
Action
Write
- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
- Include sharing link?
Action
Write
- Space
- FileRequired
- New NameRequired
Action
Write
- Space
- Shared Link URLRequired
- Allow Downloading With Shared Link?Required
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove PasswordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

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