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Dropbox + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Dropbox and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
Dropbox Integrations
About Dropbox

Dropbox is a collaboration space that allows you to easily store and access your photos, documents, videos, and other important files from any phone, tablet or computer in the world.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Dropbox + Microsoft Dynamics CRM

  • Dropbox Microsoft Dynamics CRM

    Dropbox + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Dropbox Microsoft Dynamics CRM

    Dropbox + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Dropbox Microsoft Dynamics CRM

    Dropbox + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Dropbox Microsoft Dynamics CRM

    Dropbox + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Dropbox Microsoft Dynamics CRM

    Dropbox + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Dropbox {{item.actionAppName}}

    Dropbox + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Dropbox + Microsoft Dynamics CRM in easier way

It's easy to connect Dropbox + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New File in Folder

    Triggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.

  • New Folder

    Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Folder

    Generates a brand new folder at the specified path.

  • Create Text File

    Generates a brand new text file from predefined plain text content.

  • Create or Append to Text File

    Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.

  • Upload File

    Upload an existing file or attachment up to 100 MB in size.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

Show All

How Dropbox & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Dropbox as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Dropbox to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Dropbox and Microsoft Dynamics CRM

On March 31, 2012, Microsoft announced that it had acquired the online storage service Dropbox for $25 billion. Dropbox is a cloud-based storage and synchronization service. It can synchronize files between computers and mobile devices. Dropbox is very popular among its users, they can easily send a file to your email address or share a file with another user. Although Dropbox was not a very profitable company, it has been considered as one of the best cloud software companies in the world. It has more than 100 million users across 180 countries. Dropbox is widely used for business cplaboration.

In addition, Dropbox is easy to use and has a simple interface. If you have ever used Dropbox, then you know how easy it is to install the application on your computer. Well, you will find out later on in this article how well-integrated it is with other applications such as Microsoft Dynamics CRM.

The second section of my article will be about the integration between the two applications. You see, Dropbox and Microsoft Dynamics CRM are two awesome applications and if they were integrated, they would be more awesome. I mean, what could be so great about these applications? Well, maybe you do not know that Microsoft Dynamics CRM is an excellent spution for businesses. That is right; Microsoft Dynamics CRM is a great CRM software application. By using this application, you can manage your leads, contacts, tasks, accounts and opportunities with ease. The application comes with several add-on that allows you to integrate it with other useful applications such as Salesforce.com and Google Apps.

Well, I am talking about the integration between Dropbox and Microsoft Dynamics CRM as if they already have integrated. Let me tell you that they have not yet done that. However, there are many third-party vendors who can help you integrate these two applications together. For example, you can use Sync2CRM to connect your Dropbox account with your Microsoft Dynamics CRM account and vice versa.

I conclude this article by saying that if you plan to choose only one of these two applications, then you should choose the one that will help you store your information in the cloud. That is right; I highly recommend that you go for Dropbox because it can help you store all your information in the cloud. It can also help you cplaborate with other people regardless of their location because it has an online platform where you share files with other users.

The process to integrate Dropbox and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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