US, IN and EU
Employees in an organization collaborate on files by sharing it with each other via mail and use various devices such as laptop, tablets, mobile to work on it.
Often when you're having a conversation, you find yourself looking for a file to give more context to the conversation or supply more data, in such scenarios integrations like DropBox make it easier to work and provides you access to everything from one place. Follow the below steps to experience a seamless workflow.
You can share your files from Dropbox in two ways, one via the /dropbox command and also through the Dropbox widget.
The Dropbox widget gives you a custom view of your Dropbox files and allows you to share a file from the widget
You can easily take action of files and documents shared on chat by uploading them to your Dropbox folder. Here's how:
The Dropbox widget consists of the following tabs to manage files with ease.
My Files tab contains all the files available in your Dropbox account to facilitate easy access. The files are listed along with their file name, size and date of uploading. You can star significant files by clicking on the Star button. All the files under the My files tab can be directly shared in any chat by clicking on Share to chat button. To share files inside a folder, click on the Open button then click on Share to chat button present under the file you want to share.
The Starred tab consists of all your favourited/starred files. These files are also listed along with their file name, size, date and time of uploading. You can share your files from the Starred tab using the Share to chat button. In case you'd like to unstar an existing file, just click on the Unstar button.
Install the Dropbox extension for Cliq by clicking on the button below. Experience hassle-free collaboration and management of files from the comfort of your chat window.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.