Integrate Salesforce with Dropbox

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

Want to explore Salesforce + Dropbox quick connects for faster integration? Here’s our list of the best Salesforce + Dropbox quick connects.

Explore quick connects

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

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Connect Salesforce + Dropbox in easier way

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

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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.

How Salesforce & Dropbox Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Dropbox.

    (2 minutes)

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

Integration of Salesforce and Dropbox

Salesforce is a cloud-based computer program that helps businesses manage their customer relationships. It provides CRM (Customer Relationship Management. software, which helps in sales and marketing. Salesforce was founded by Marc Benioff in the year of 2000, who is the current CEO. Salesforce is the largest provider of cloud computing applications in the world.

The company offers different types of products for different business models. The company offers enterprise cloud computing and Social Cloud for users with an organization of 500 or more employees. It also offers Sales Cloud for companies with less than 500 employees and services like Marketing Cloud and Service Cloud to support these business models.

Dropbox is a web-based online storage service that allows users to store and sync files across multiple devices. Dropbox was founded by Drew Houston and Arash Ferdowsi in the year of 2007 and is headquartered in San Francisco, California. It provides 2 GB of free storage space and has over 200 million users worldwide.

Integration of Salesforce and Dropbox

Salesforce is mostly used for CRM (Customer Relationship Management. purposes. Dropbox is used for storing and sharing files across different devices. These two are integrated together because it helps businesses to exchange information between the two platforms.

Benefits of Integration of Salesforce and Dropbox

It makes it easier for people to access and share files from a single location. It makes it easier for people to access files from anywhere. It makes it easier to track how much time people spend on different projects as they can be accessed from anywhere. As files can be accessed from anywhere, there is no need to use external devices like laptops, which makes it easy to work on-the-go. As it is web-based, it can be used on any type of device. tablets, smartphones, PCs, etc. Integrated with the mobile app, sales reps can access files while out on-the-go, which increases their productivity and efficiency. Using Dropbox improves employee morale as they can access their important documents from any device they have access to. Dropbox also offers storage to businesses whereas Salesforce does not offer online storage services to its users.

The process to integrate Salesforce 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm