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, we'll show you how to:

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 into 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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