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Dropbox + Odoo CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best ways to Integrate Dropbox + Odoo CRM

  • Dropbox Odoo CRM

    Dropbox + Odoo CRM

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

    Dropbox + Odoo CRM

    Create Customer to Odoo CRM from New File in Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Odoo CRM Create Customer
  • Dropbox Odoo CRM

    Dropbox + Odoo CRM

    Update Customer in Odoo CRM when New File in Folder is created in Dropbox Read More...
    Close
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Odoo CRM Update Customer
  • Dropbox Odoo CRM

    Dropbox + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New Folder
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Dropbox Odoo CRM

    Dropbox + Odoo CRM

    Create Customer to Odoo CRM from New Folder in Dropbox Read More...
    Close
    When this happens...
    Dropbox New Folder
     
    Then do this...
    Odoo CRM Create Customer
  • 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 + Odoo CRM in easier way

It's easy to connect Dropbox + Odoo 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Dropbox & Odoo 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 Odoo 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 Odoo CRM.

    (2 minutes)

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

Integration of Dropbox and Odoo CRM

After the first study of Dropbox and Odoo CRM, I have come to a conclusion that both applications are very popular in the market of developing business. So, I decided to do some research on both products and reveal their integration opportunities.

Integration of Dropbox and Odoo CRM

Integration of Dropbox and Odoo is described in tutorial from www.dropbox.com as fplows:

“Use Dropbox to share files with your team members. In order to import these files into Odoo, we recommend you use the ‘Import from Dropbox’ feature (in the menu Account > Import > Import from Dropbox. This will automatically create related records in Odoo. You can also set up Odoo to have an automatic sync with Dropbox. This means that every time you make a change to a file in Dropbox, it will automatically be updated in Odoo.”[1]

Benefits of Integration of Dropbox and Odoo CRM

Benefits of integrating Dropbox and Odoo are described in tutorial from www.dropbox.com as fplows:

“With the ‘Import from Dropbox’ feature, you can import files from Dropbox into Odoo so that they become part of your business documents. For example, you could use this feature to import purchase orders from a supplier into your accounting system. When you create a new purchase order in Odoo, it will automatically create an invoice in your accountancy software (which can be linked to Odoo. This integration makes it easy for your team members to easily exchange information between their different software tops without having to manually re-enter any data.”[2]

As a result of my analysis of both applications I found out that their integration is possible and it gives benefits for users of both applications. That’s why I would like to recommend businesses to consider integration of Dropbox and Odoo CRM.

References:

The process to integrate Dropbox and Odoo 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.