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.
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.
This integration is pre-installed on your OnePageCRM account.
How to attach a file to Notes, Calls, Meetings, or Deals from Dropbox
Files can be attached to the following on the Contact page:
In the Dropbox popup, select a file or multiple files. Note: Sign in to your Dropbox account, if you are not already logged in.
To remove an attached files from notes, hover over the attachment file and click on the bin icon.