The Dropbox for Zoho CRM enables CRM Users to View/Create/Update/Rename/Delete all the files, folders and nested sub-folders associated with records through Widget and workflow for all Standard and Custom Modules. Attachments from your respective CRM records can be synced and stored into your associated Dropbox Folder.
By integrating Dropbox with ZOHO CRM, you can perform day to day operations inside ZOHO CRM without going to Dropbox. Folders are created using workflow trigger and can add Multiple Folders Structure based on specific requirements. It enables you to have most of the related features of Dropbox inside ZOHO CRM. You do not need to Create Folders on Record Create, you can set up workflow and define how folders are created and where to save the ID for further use.
1. For authenticating Dropbox
a. Click “Authenticate Dropbox” button and this will redirect you to an authentication window from Dropbox.
b. Press Continue and then press Allow. You will be authenticated in few moments.
To sync attachments to the Dropbox folder, follow these steps:
Using the Dropbox for Zoho CRM extension with a custom module requires the following steps:
1. Define Root Folder ID
Before creating the workflow, you must define where the root folder ID will be saved in the module.
2. Create a Workflow
3. View Dropbox Folders Inside CRM Record Using Widget
To view Dropbox folders inside the CRM record using the widget:
The first time you use the widget, it will ask where the root folder ID has been saved. You need to select the root folder ID. This is only a one-time process.
To create a subfolder conditionally using a workflow, follow these steps:
To delete a folder based on a condition using a workflow rule, follow these steps:
Now, whenever the condition is met, the folder associated with the account record will be deleted.