Organize and move files in Dropbox for new leads in Zoho CRM
Effortlessly organize your sales documents with this seamless workflow between Zoho CRM and Dropbox. When a new lead is added in Zoho CRM, this automation transfers a file in Dropbox to a specified folder, keeping your files tidy, all in one place, and ready for quick access when dealing with your potential clients.
Effortlessly organize your sales documents with this seamless workflow between Zoho CRM and Dropbox. When a new lead is added in Zoho CRM, this automation transfers a file in Dropbox to a specified folder, keeping your files tidy, all in one place, and ready for quick access when dealing with your potential clients.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It