Zoho CRM and Dropbox Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

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.

Popular App Usecases

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What can Ayudo do with Zoho Crm and Dropbox?

The Zoho CRM and Dropbox integration allows you to effortlessly link your customer data with your file storage. Attach Dropbox files directly to your Zoho CRM records, share important documents with your team, and keep all your client information and files organized in one place. This integration boosts productivity by simplifying file access and collaboration within your sales process.

Frequently asked questions

How do I connect Zoho CRM with Dropbox?

To connect Zoho CRM with Dropbox, navigate to the integrations section in Zoho CRM, select Dropbox, and follow the prompts to authorize and link your Dropbox account securely.

Can I attach Dropbox files to specific CRM records?

Yes, you can attach files stored in Dropbox directly to contacts, deals, accounts, and other records within Zoho CRM for easy access and reference.

Is it possible to share Dropbox files with my sales team from Zoho CRM?

Absolutely. You can share Dropbox files linked to CRM records with your team members, ensuring everyone stays informed and up to date.

Does the integration support automatic syncing of files?

While files attached via the integration reflect the latest versions from Dropbox, automatic two-way syncing is not supported. You can manually update files as needed within Dropbox.

Is my data secure when using the Zoho CRM and Dropbox integration?

Yes, both Zoho CRM and Dropbox use industry-leading security measures to protect your data. The integration uses secure authentication protocols to ensure your information remains safe.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Dropbox?

Frequently asked questions

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