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.

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.

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            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 SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep 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

                                                                                      • Slack

                                                                                        When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
                                                                                      • Google Drive

                                                                                        The Google Drive extension for Zoho CRM allows the sales reps to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the associated Google ...
                                                                                      • Adobe Sign

                                                                                        Digitally signed documents can be collected easily from customers and prospects with the Adobe Sign extension in your Zoho CRM account. When your business requires you to get documents approved and signed on time for a deal to be successfully ...
                                                                                      • IBM Notes

                                                                                        The IBM Notes extension can help you sync contacts, tasks, and events with Zoho CRM. Choose a one-way or a two-way sync e.g., from IBM Notes to Zoho CRM or vice versa. The Domino Access Service must be enabled for the synchronization process to run ...
                                                                                      • DocuSign

                                                                                        The DocuSign extension in Zoho CRM helps you send documents to your contacts and get them signed. This extension is supported for the Leads, Contacts, Accounts, Deals, Quotes, Invoices, Purchase Orders and Sales Orders modules. Apart from leads and ...
                                                                                      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