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Integrate Dropbox with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Dropbox + Freshworks CRM

  • Dropbox Integration Freshworks CRM Integration

    Dropbox + Freshworks CRM

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

    Dropbox + Freshworks CRM

    Create Note to Freshworks CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox Integration New File in Folder
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Dropbox Integration Freshworks CRM Integration

    Dropbox + Freshworks CRM

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

    Dropbox + Freshworks CRM

    Add Appointment in Freshworks CRM when New File in Folder is created in Dropbox Read More...
    Close
    When this happens...
    Dropbox Integration New File in Folder
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Dropbox Integration Freshworks CRM Integration

    Dropbox + Freshworks CRM

    Create Task to Freshworks CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox Integration New File in Folder
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Dropbox Integration {{item.actionAppName}} Integration

    Dropbox + {{item.actionAppName}}

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

It's easy to connect Dropbox + Freshworks 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Dropbox & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Dropbox and Freshworks CRM

Dropbox

Dropbox is an online file storage service operated by Dropbox, Inc. It offers cloud storage, file synchronization, personal cloud, and client software. Users can sync files across computers and mobile devices, including Windows, Apple OS X, Linux, and Android. Files are stored on Dropbox’s servers, while duplicate files are kept on users’ computers. This has the effect of preventing users from deleting files. The service also offers cplaborative file editing.

The file synchronization feature of Dropbox requires users to create a free account to start using the service. Dropbox uses a freemium business model, where users are offered a free account with a set storage size, with paid subscriptions available that offer more capacity and additional features.

Freshworks CRM

FreshWorks was launched in 2015 by FreshBooks as an end-to-end customer relationship management (CRM. spution for small businesses. It combines the Freshbooks software for invoicing, time tracking and project management, with a mobile app for managing contacts, tasks, notes and activities. The FreshWorks CRM includes several features which are not available in the Freshbooks platform, including lead generation tops, an integrated appointment calendar, social media integration and lead scoring.

Integration of Dropbox and Freshworks CRM

Dropbox is an online file storage service operated by Dropbox, Inc. It offers cloud storage, file synchronization, personal cloud, and client software. Users can sync files across computers and mobile devices, including Windows, Apple OS X, Linux, and Android. Files are stored on Dropbox’s servers, while duplicate files are kept on users’ computers. This has the effect of preventing users from deleting files. The service also offers cplaborative file editing.

Freshworks CRM is an end-to-end customer relationship management (CRM. spution for small businesses. It combines the Freshbooks software for invoicing, time tracking and project management, with a mobile app for managing contacts, tasks, notes and activities. The FreshWorks CRM includes several features which are not available in the Freshbooks platform, including lead generation tops, an integrated appointment calendar, social media integration and lead scoring.

Benefits of Integration of Dropbox and Freshworks CRM

Dropbox is an online file storage service operated by Dropbox, Inc. It offers cloud storage, file synchronization, personal cloud, and client software. Users can sync files across computers and mobile devices, including Windows, Apple OS X, Linux, and Android. Files are stored on Dropbox’s servers, while duplicate files are kept on users’ computers. This has the effect of preventing users from deleting files. The service also offers cplaborative file editing.

Freshworks CRM is an end-to-end customer relationship management (CRM. spution for small businesses. It combines the Freshbooks software for invoicing, time tracking and project management, with a mobile app for managing contacts, tasks, notes and activities. The FreshWorks CRM includes several features which are not available in the Freshbooks platform, including lead generation tops, an integrated appointment calendar, social media integration and lead scoring.

The process to integrate Dropbox and Freshworks 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.