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Dropbox + Salesforce

Dropbox + Salesforce

Dropbox + Salesforce integrations

Upload new Salesforce records as files in Dropbox

Connect your Salesforce and Dropbox to streamline your document handling. This workflow starts when a new record is created in Salesforce, then automatically saves a corresponding file to your Dropbox. It enhances efficiency, making sure you always have the necessary files at hand, right when you need them for your Salesforce records. It's a seamless integration for better record management and backup.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Upload File
    Upload File
    Upload FileSearch for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.
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More things you can do with Salesforce and Dropbox

Discover other triggers and actions you can use with Salesforce and Dropbox

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About Dropbox
Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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