Connect Freshsales Suite and Dropbox to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Contact Creations
Recent Deal Updates
New Deal
Recent Account Updates
Account Updated
Contact Updated
Fetch Updated Contacts
Choose an Action
Automatically do this!
Set or Remove Shared Link Password
Delete File
Create Shared Link
Delete Folder
Create Folder
List Dropbox Folder Contents
Search
Upload File by URL
Get Dropbox File Download Link
Download Document
Copy File
Create Text File
Move File
Rename file
Create or Append to Text File
List all files
Set Shared Link Download Permission
Ready to use Freshsales Suite and Dropbox automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Create a new deal.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
Create Note
Creates a note inside the selected module inside freshsales suite.
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Step by step guides to integrate Freshsales Suite and Dropbox
Frequently Asked Questions
To start, connect both your Freshsales Suite and Dropbox accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Dropbox (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Dropbox. This includes choosing which data fields go into which fields of Dropbox, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Dropbox 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 Freshsales Suite and Dropbox. 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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn MoreAbout 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.
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