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Dropbox + Salesforce

Dropbox + Salesforce

Dropbox + Salesforce integrations

Add new Dropbox files to the right lead in Salesforce

Keeping files synced with the correct lead in Salesforce can be messy and time-consuming. This Zap triggers when a new file is added to a specific Dropbox folder, then finds the matching lead in Salesforce based on the file name. It automatically updates the lead record with a link to the file, so your team always has the right documents in the right place. Say goodbye to manual uploads and hello to a more organized workflow.

  1. When this happens...
    New File in Folder
    New File in Folder
    New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
  2. automatically do this...
    Find Record
    Find Record
    Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
  3. then do this!
    Update Lead
    Update Lead
    Update LeadUpdates an existing lead in Salesforce.
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More things you can do with Dropbox and Salesforce

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

    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Shared Folder
      Required
    • Member Email Addresses
      Required
    • Access Level
      Required
    • Notify Members?
      Required
    Action
    Write
    • Space
    • Title
      Required
    • Destination Folder
      Required
    • Description
    • Deadline
    • Open for Uploads
    Action
    Write
    • Space
    • Folder
      Required
    • File
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • File
      Required
    • New Location
      Required
    Action
    Write
    • Space
    • File Path
      Required
    • Important Information
    Action
    Write
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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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