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

Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.   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


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


Attach your file by clicking on the Dropbox icon.


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


Click Choose to attach the file. 


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

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


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


Click Save to submit the changes. 

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