Dropbox Extension - Integrations - Online Help - Zoho CRM

Dropbox

Dropbox is one of the most popular tools that simplifies creating, sharing and collaborating files from anywhere and with anyone. Running any business requires documents that needs to be shared and extension for Zoho CRM lets you access your Dropbox files within Zoho CRM. With this extension you can upload documents in Dropbox directly from Zoho CRM. These files can be sent as attachments and these can be shared as links from Zoho CRM. When you install this extension, you will get a Dropbox Files related list in every contact and lead details page where all the files related to that particular record will be listed.
Note: Please note that the Dropbox extension for Zoho CRM is available in US, IN, AU, and JP datacenters.

Install Dropbox

You can either go to the Zoho Marketplace and install the Dropbox extension or log in to your Zoho CRM account and install.

To install Dropbox extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Click All Extensions, browse through for Dropbox and click it.
    The details about the extension will be available.
  3. Click Install Now.
  4. In the following screen, agree to the terms of service and click Continue to Install.



  5. Choose one of the following and click Confirm.
    1. Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all the users. Users need to have an Dropbox account to use this feature.
    3. Choose profiles - The extension will be installed in CRM for all the users. You need to choose this option, click Continue and then select the profile
      The extension will be installed automatically for the specified users. After installing you need to authorize using your Dropbox login credentials.
  6. Click Authorize.
    If you click Skip in this step, you can later authorize from Settings > Setup > Marketplace > All.
    In the Dropbox extension details page, you can click Authorize.



  7. In the pop-up, specify the Email and Password for the Dropbox account and click SignIn.
    The account will be authorized and the extension can be used.


Share files using Dropbox

You can view and share files in Dropbox from Zoho CRM. With the Dropbox extension you can also upload files into Dropbox directly from Zoho CRM.
When you create a contact or a lead, a folder is automatically created in the Dropbox for it. You can upload files in the specific folder for it to appear on the record's related lists.



Another way to upload a file to a record is to go to the record details page and click on Add File to Dropbox and then Add Files and upload the file that you need.



You can then share files by attaching them as links. The Zoho CRM Administrator can set the permission for sync and upload for each user.


Uninstall Dropbox

The Dropbox extension can be uninstalled anytime.

To uninstall Dropbox
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Browse for Dropbox and click the corresponding Uninstall link.



  3. Click Ok to confirm.
    The extension will be uninstalled and all the data related to Dropbox will be deleted.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Troubleshooting BCC Dropbox

                                                                                                                          Why are no new records being created after setting the search pattern to create new records if no matching Contacts or leads are found? A new record will only be created if the lead or contact's email address does not exist in any of the following ...
                                                                                                                        • Frequently asked questions on Emails in Zoho CRM

                                                                                                                          How can I view the status of emails sent or received in my CRM account? A CRM user can view the status of emails sent or received to the customers on the record detail page under the Emails related list. What are the different email delivery status ...
                                                                                                                        • Using BCC Dropbox

                                                                                                                          When you use multiple email accounts for business, your email communication will be recorded in various mail clients. You can converge all these business communication in a single place, in your Zoho CRM account. For this, you need not configure your ...
                                                                                                                        • MiiTel For Zoho CRM

                                                                                                                          This integration is supported for users in the US and JP DCs. Overview The MiiTel extension provides seamless telephony integration for Zoho CRM, enabling users to effortlessly make and receive calls directly within the CRM platform. The MiiTel ...
                                                                                                                        • MF Cloud Invoice Extension

                                                                                                                          This integration is supported for users in the US, and JP DCs. Scope: Money Forward Cloud Invoice is an online invoicing application designed to simplify and automate the process of creating, sending, and managing invoices. Integrating MF Cloud with ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources