Dropbox
Close
Dropbox and Close Integration
Seamlessly connect Dropbox with Close to streamline your sales workflow and keep all your files organized in one place.
Seamlessly connect Dropbox with Close to streamline your sales workflow and keep all your files organized in one place.
The Dropbox and Close integration empowers sales teams to effortlessly attach, share, and manage files directly within Close. Automatically sync important documents from Dropbox to your Close contacts and deals, ensuring your team has instant access to the latest materials without switching apps. Enhance collaboration, improve follow-ups, and close deals faster with this powerful integration.
Simply navigate to the integrations section in your Close account, select Dropbox, and authorize the connection by logging into your Dropbox account. Once connected, you can start attaching Dropbox files directly within Close.
Yes! You can easily attach any file stored in your Dropbox to emails you send through Close, making it simple to share proposals, contracts, and other documents with your prospects.
While files are not automatically synced, you can manually link Dropbox files to specific contacts or deals within Close to keep all relevant information organized and accessible.
Absolutely. Both Dropbox and Close use industry-leading security measures including encryption and compliance certifications to ensure your data remains safe and private.
Yes, the integration fully supports both personal and Dropbox Business accounts, allowing teams of any size to benefit from seamless file management within Close.
