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.
- When this happens...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.
- automatically do this...Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!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
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
ActionWrite- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
ActionWrite
- Shared Folders
Triggers when a shared folder is added.
Try ItTriggerPolling - Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- New LocationRequired
ActionWrite- Space
- File PathRequired
- Important Information
ActionWrite
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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