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Integrate Odoo CRM with Dropbox

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

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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.

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.

Dropbox Integrations
Dropbox Alternatives

Looking for the Dropbox Alternatives? Here is the list of top Dropbox Alternatives

  • Google Drive Integration Google Drive

Best ways to Integrate Odoo CRM + Dropbox

  • Odoo CRM Integration Dropbox Integration

    Odoo CRM + Dropbox

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

    Odoo CRM + Dropbox

    Upload File in Dropbox when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Dropbox Integration Upload File
  • Odoo CRM Integration Dropbox Integration

    Odoo CRM + Dropbox

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

    Odoo CRM + Dropbox

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

    Odoo CRM + Dropbox

    Create or Append to Text File to Dropbox from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Dropbox Integration Create or Append to Text File
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

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

How Odoo CRM & Dropbox Integrations Work

  1. Step 1: Choose Odoo CRM 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 Dropbox 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 Odoo CRM to Dropbox.

    (2 minutes)

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

Integration of Odoo CRM and Dropbox

Odoo CRM is an open source ERP that has many useful features. It helps users to manage business contacts, customers, invoices, sales, and other business related tasks.A CRM system is a software that helps users to manage sales and customer service activities. It automates many of the daily repetitive tasks of the sales team. It also allows users to track progress of sales orders and to share information about customers with other users in their organization.CRM stands for "Customer Relationship Management". In general, CRM is a software that is used by business organizations to store information about their clients or customers. A CRM system helps companies keep track of their clients and potential clients. It is used to automate various business processes such as billing systems, sales force automation, marketing automation, etc.CRM is also used to manage all the interactions between the company and its customers. This includes keeping track of activities such as making sales and sending out emails and newsletters to the customers. A CRM system can be integrated with other business software so that all the information stored in it can be viewed easily by other people.CRM systems are often used by large organizations such as banks, insurance companies, government departments, and manufacturing companies. But they are also used by small businesses like restaurants, retail stores, and service providers.2. What is Dropbox?

Dropbox is a cloud storage service owned by Dropbox, Inc. The service allows users to store files online in a secure manner. Files can be accessed from computers and mobile devices through the Dropbox website and mobile apps.The files are uploaded to the cloud using either an application or the website interface. Files can then be accessed from a computer or a mobile device through the Dropbox website or mobile app. Dropbox uses a freemium business model, where users are offered a free account with limited storage space, but have to pay for additional storage space or for premium features such as extra file sharing capabilities.Dropbox was founded in 2007 by MIT students Drew Houston and Arash Ferdowsi as a startup company, with initial funding from seed accelerator Y Combinator. Dropbox uses a freemium model of revenue. For individuals, it offers 2 GB for free, plus payment for additional storage. Business accounts are also offered with varying amounts of storage space based on paid subscription plans.In March 2013, the company acquired Mailbox, a popular email app, and in April 2014, it introduced Carousel, a photo and video gallery app. In January 2015, it acquired the document cplaboration top QuickOffice for $117 million in cash and stock and announced its intention to shut it down instead of integrating its features into the main service "because there are no plans to bring any of QuickOffice's features into the Dropbox product." Despite having been launched in 2012, Dropbox reported more than 500 million registered users in March 2015.According to a study conducted by the University of Massachusetts Amherst in March 2014, the use of Dropbox increased over 400% between 2011 and 2013.3. Integration of Odoo CRM and Dropbox

Dropbox and Odoo integrate seamlessly with each other which makes sharing files between CRM and Dropbox easier than ever before. Fplowing are some of the benefits of integration of Odoo CRM and Dropbox:3.1 Saves time. The integration of Odoo CRM and Dropbox saves time which would otherwise be spent on downloading files from client portals or emails or any other sources. Now once the files are downloaded they can be directly uploaded to Odoo without having to go through this trouble again and again.3.2 Easy access. By integrating Odoo CRM with Dropbox it becomes easier for your employees to access important documents from anywhere at any time they want to without having to carry those documents with them. All they need is Odoo CRM login credentials.3.3 Accessibility. With Dropbox being a cloud storage application it becomes easier for your employees to access important data anytime anywhere even if they don't have access to a computer at that time. This proves to be very useful especially when you travel frequently or you need to access data while not at work.4. Conclusion

Integration of Odoo CRM with Dropbox makes accessing important documents from anywhere at any time easy without having to carry those documents with you constantly or download them again and again from client portals or emails or any other sources. This integration also makes working on multiple projects easier by providing access to all important documents whenever needed at any location whether you are traveling or not.

The process to integrate Odoo CRM and Dropbox 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.