Dropbox

Dropbox

Storage solution for your modern workspace.
Available Regions:

US, IN and EU

Available Plans:

All Plans

Available To:
RolesEntire organizationTeam 
Organizational Admins ✔ ✔
Members 

Business scenario:

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.

How this integration helps

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.

  • Install the Dropbox extension for Cliq.
  • Use /dropbox command in the chat or
  • Navigate to My files in the widget to share a file.
  • Upload file to Dropbox using "Upload to Dropbox" action menu from Cliq.
  • Access your important files by staring them.

What this help page will cover:

  • Getting started with Dropbox
  • Sharing Dropbox files through /dropbox command
  • Sharing files through the Dropbox widget
  • Upload your files from Cliq to Dropbox
  • Dropbox widget
  • Installation

Getting started with Dropbox

  • Click here to go to Dropbox extension page in Marketplace.    (Or)
  • Go to Cliq marketplace (https://marketplace.zoho.com/cliq) --> In the Categories displayed in LHS, select Collaboration --> Dropbox.
  • The Dropbox extension page will open. Here, an overview of the extension will be displayed along with screenshots and reviews. 
  • Click on Install button. 

Sharing Dropbox files through /dropbox command 

You can share your files from Dropbox in two ways, one via the /dropbox command and also through the Dropbox widget.

  • Enter /dropbox command in the chat followed by your file name. This will show a list of files as suggestions. Selecting a file from the list will share it in chat directly! 
  • Clicking on "View" will directly take you to the file in Dropbox.
  • Clicking on "Share here" will share your file in the chat. When a file is shared directly in chat the user can choose to view the file by clicking on Click to preview or download the file to their computer.

Sharing files 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

  • Click on the Dropbox widget from the widget bar.
  • Go to the My Files tab.
  • Click on Share to chat button present below the file you want to share.
  • Select the chats you'd like to share the file with, from the chats dropdown.
  • Click Share

Upload your files from Cliq to Dropbox

You can easily take action of files and documents shared on chat by uploading them to your Dropbox folder. Here's how: 

  1. Head over to the file(s) shared on chat you want to upload to DropBox. Hover over the file(s) to view the message actions menu and click on Select. (You can also select upto 10 file attatchments to upload simultaneously)
  2. Click on the DropBox icon in the action bar, located at the bottom of the chat, to upload the file(s) to your linked Dropbox account. For first time users Cliq and Dropbox will request permission to access the files.
NOTE : Action can be taken only on file attachments and there is a file size limit of 5 MB for uploading to Box. Please make sure that none of the selected files exceeds this limit during upload or that specific file will be skipped.


Dropbox widget

The Dropbox widget consists of the following tabs to manage files with ease.

  • My Files
  • Starred

My Files

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.

Starred

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.

Installation

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.

INSTALL IN MY CLIQ

 


    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 Reources

                           




                              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

                                                                                    • Box

                                                                                      Available Regions: US, IN, EU,  Available Plans: All plans. Available To: Roles                    Entire organization                         Team      Organizational Admins  ✔  ✔ Members    ✔ How this integration helps: Often when you're having a ...
                                                                                    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