Dropbox for Zoho CRM
Seamless Document Access with Dropbox in Zoho CRM
Dropbox for Zoho CRM simplifies access to Dropbox for increased productivity. This extension offers an intuitive interface for creating and managing folders, and uploading and accessing documents within Zoho CRM.
- Autocomplete & map view anywhere in Zoho CRM
- Multiple address blocks support
- Workflow-based address formatting
- Bulk address processing
DropBox for Zoho CRM
The Dropbox for Zoho CRM enables CRM Users to View/Create/Update/Rename/Delete all the files, folders and nested sub-folders associated with records through Widget and workflow for all Standard and Custom Modules. Attachments from your respective CRM records can be synced and stored into your associated Dropbox Folder.
By integrating Dropbox with ZOHO CRM, you can perform day to day operations inside ZOHO CRM without going to Dropbox . Folders are created using workflow trigger and can add Multiple Folders Structure based on specific requirements. It enables you to have most of the related features of Dropbox inside ZOHO CRM. You do not need to Create Folders on Record Create, you can set up workflow and define how Folders and Created and Where to save the ID for further use.
All Module Support
Our extension is compatible with both the standard and custom modules of Zoho CRM, providing seamless integration and ensuring smooth functionality across your entire CRM platform.
Customizable Settings
Adjustable settings that can be customized to suit individual preferences and requirements
Intuitive Design
With its intuitive design, accessing and managing your files within Zoho CRM becomes effortless, enhancing your overall user experience.
High Performance
Designed with a focus on performance, enabling rapid execution of tasks and workflows
Common Document Problems — And How We Fix Them
What Users Struggle With
- Files are scattered across Zoho CRM and Dropbox, making documents difficult to find quickly.
- Manual uploads to Dropbox waste time and often create duplicate files.
- Switching between Zoho CRM and Dropbox interrupts workflow and reduces productivity.
- Documents are not properly organized by CRM records, causing confusion.
- Inconsistent folder structures make file management difficult for teams.
- Teams struggle with collaboration, file sharing, and version control.
How Our Extension Helps
- Automatically organize and access Dropbox files directly inside Zoho CRM records.
- Automatically create and synchronize folders in Dropbox with no manual setup required.
- Upload, view, preview, and manage Dropbox files without leaving Zoho CRM.
- Keep documents secure with Dropbox’s enterprise-grade security and access permissions.
- Ensure every CRM record has a consistent and structured Dropbox folder automatically.
- Enable easy collaboration, file sharing, and version history for improved team efficiency.
See How It Looks
Access Files And Folders In CRM
Access and manipulate your Dropbox files and folders seamlessly from within Zoho CRM for Standard Modules(Leads, Contacts, Accounts, Deals and Campaigns). We also support for custom modules.
Supports Custom Modules
Access and manipulate your Zoho Dropbox files and folders seamlessly from within Zoho CRM for Custom Modules
View Dropbox Images & PDF's
View Dropbox images and PDFs directly from within your CRM. No more hassle of downloading or opening separate applications – simply access and preview your files seamlessly within your CRM.
Search For Files And Folders
Simplify your file search process with our extension widget, allowing you to quickly find and access your desired files and folders from within your CRM.
Sync Zoho CRM Attachments
Effortlessly sync and share your Zoho CRM attachments to Dropbox directly from within your CRM platform. With this powerful feature, you can seamlessly transfer files, documents, and images from Zoho CRM to your dropbox account with just a few clicks.
Custom Action
With our extension, you gain the power to customize workflows for effortlessly creating, renaming, or deleting Dropbox folders, all based on specific conditions
Pricing
We offer flexible pricing options to suit your needs. Choose the plan that works best for you:
- Monthly Plan: For only $15 per month, you can enjoy full access to all the features and benefits of our extension. This option provides you with the flexibility to pay on a month-to-month basis, ensuring you can scale and adapt your subscription as your business evolves.
- Yearly Plan: Opt for our yearly plan at $150 per year, and save even more on your subscription. With this option, you’ll receive the same comprehensive features and benefits, while enjoying a discounted rate for committing to an annual subscription. It’s a cost-effective choice for those who are ready to make a long-term investment in our service.
Frequently Asked Questions
Check out these frequently asked questions to empower yourself. Should your query not be addressed, please use the enquiry form below to contact us.
What are the features?
Default Features Overview
After Installation and Authentication, the application provides a set of default features that are available by default. These features include:
Dropbox Folder Creation: Upon creating a record for Leads, Contacts, Accounts, Deals, or Campaigns, a corresponding Dropbox folder is automatically generated. This folder serves as a centralized location for storing associated files and documents.
Related List Widgets: The application offers Related List widgets in the Leads, Contacts, Accounts, Deals, and Campaigns modules. These widgets enable users to perform various actions on the associated Dropbox folders. Actions include viewing, creating, deleting, copying, moving, sharing, and uploading files and folders.
Additional Features
The application also provides additional features that can be extended to enhance its functionality. These additional features include:
Workflow Assignment: Users have the option to assign the Dropbox functionality within workflows for any module. This extension enables users to create folders, edit folder names, and delete folders directly through workflow actions.
Related List Integration: The Dropbox functionality can be seamlessly integrated as a Related List to any custom module. This integration allows users to visualize Dropbox folders and perform different actions within them, providing flexibility and customization.
Can I use it for all modules?
Yes, Our extension supports all modules including custom modules.
Can I get support?
Certainly! Our team is always available to provide you with the support you need. We believe in delivering exceptional customer service and strive to ensure that all of your questions and concerns are addressed in a timely and efficient manner. Whether you need help with a technical issue or just have some questions about our services, our support team is here to assist you every step of the way. Don’t hesitate to reach out to us, we’re here to help!
Will Your Extension support my Zoho CRM?
Compatible Editions
- Standard
- Professional
- Enterprise
- CRM Plus
- Zoho One
- Ultimate
Can I ask for more features?
Yes, You can email us at support@instawebworks.com.au
Start Working Smarter with Dropbox for Zoho CRM
Trusted by growing businesses and Zoho users worldwide, our Dropbox integration helps you automatically organize CRM documents, improve team collaboration, and maintain secure, structured file management directly inside Zoho CRM.