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:
Access Dropbox integration Attach a file from Dropbox
Remove a Dropbox file Pin Dropbox to the Apps menu

How to access Dropbox integration

1
Go to  Apps →   All Integrations → click on the Dropbox icon under Utilities category. Note: This integration is pre-installed on your OnePageCRM account. 

How to attach a file to Add Note, Add Call or Add Deal from Dropbox

1

Click on the Add Note, Add Call or Add Deal button and complete the required fields.

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

Click Choose to attach the file. 

    5

    Click save to add a file to your notes/deals. 

How to remove a Dropbox file from Add Note, Add Call or Add Deal 

1

In the Add Note, Add Call or Add Deal form, click on the 'x' symbol to the right of the attached file.

2

Click Save to submit the changes. 

How to pin Dropbox to the Apps menu

To pin the Dropbox integration to Apps menu, select the check-box: Pin to the Apps menu.

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