Connect Dropbox and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New File in Folder
New or Updated File
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use Dropbox and OnePage CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Updated File
Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
Do thisActions
Action is the task that follows automatically within your Dropbox integrations.
Delete File
Deletes the specified file.
Create Shared Link
Creates a shared link for a file.
Delete Folder
Deletes the specified folder.
Create Folder
Creates a new folder at the path you specify.
Upload File by URL
Upload a file to a specified Dropbox folder (or root) using a URL.
Download Document
Download a file from a user's Dropbox.
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Step by step guides to integrate Dropbox and OnePage CRM
Frequently Asked Questions
To start, connect both your Dropbox and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Dropbox data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Dropbox and OnePage CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dropbox and OnePage CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dropbox
Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.
Learn MoreAbout OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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