Pipedrive
Dropbox

Pipedrive and Dropbox Integration

Seamlessly connect Pipedrive with Dropbox to streamline your sales documents and enhance team collaboration.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
Create a Text File
Creates a brand new text file from plain text content you specify.
Create folder
Create a Folder.
Create/Update a Share Link
Creates or updates a public share link to the file or folder (It allows you to share the file or folder with anyone).
Create or Append to a Text File
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Delete a File/Folder
Permanently removes a file/folder from the server.
List All Files/Subfolders in a Folder
Retrieves a list of files or subfolders in a specified folder
List File Revisions
Retrieves a list of file revisions needed to recover previous content.
Move a File/Folder
Moves a file or folder to a different location in the user's Dropbox
Search files and folders
Searches for files and folders by name.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Pipedrive and Dropbox?

The Pipedrive and Dropbox integration allows you to effortlessly link your sales pipeline with your cloud storage. Automatically attach Dropbox files to deals, contacts, and activities within Pipedrive, ensuring your team always has access to the latest documents. This integration simplifies file management, reduces manual uploads, and keeps your sales process organized and efficient.

Connect
Pipedrive
and
Dropbox
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Pipedrive with Dropbox?

You can connect Pipedrive with Dropbox by navigating to the integrations section in your Pipedrive account settings, selecting Dropbox, and following the authorization prompts to link your accounts securely.

Can I attach Dropbox files directly to deals in Pipedrive?

Yes, once integrated, you can easily attach files stored in Dropbox directly to your deals, contacts, or activities within Pipedrive without leaving the platform.

Will changes to files in Dropbox update automatically in Pipedrive?

Yes, since files remain stored in Dropbox, any updates you make are reflected immediately when accessed through Pipedrive, ensuring your team always views the most current version.

Is my data secure when using the Pipedrive and Dropbox integration?

Absolutely. Both Pipedrive and Dropbox use industry-leading security measures, including encryption and secure authentication protocols, to protect your data during integration and storage.

Does this integration support all Dropbox file types?

Yes, the integration supports all file types stored in Dropbox, allowing you to attach documents, spreadsheets, images, and more directly to your Pipedrive records.

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