Dropbox

Dropbox is a free file hosting service that syncs and backs up your files in the cloud. You can link Dropbox files to your notes and deals in OnePageCRM. 


You need a Dropbox account to connect it to OnePageCRM.


In this Article:
How to access Dropbox integration
How to attach a file from Dropbox


How to integrate CRM with Dropbox

Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Utilities click on Dropbox.


OnePageCRM | Apps and Integration page | Dropbox integration


This integration is pre-installed on your OnePageCRM account.

How to attach a file to Notes, Calls, Meetings, or Deals from Dropbox


1
Open the appropriate contact profile you wish to attach the file to.

Files can be attached to the following on the Contact page:
  • Notes
  • Call notes
  • Meeting notes
  • Deals

    • 2
    Attach your file by clicking on the Dropbox icon.


    3

    In the Dropbox popup, select a file or multiple files. Note: Sign in to your Dropbox account, if you are not already logged in.


    4
    Select the appropriate files by the checkboxes and click on Choose to attach the file.


    5
    Click Save to add a file to your notes or deals.


    To remove an attached files from notes, hover over the attachment file and click on the bin icon.

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