Integrating Capsule CRM with Dropbox by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Capsule CRM and Dropbox

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About Capsule CRM

A capsule CRM is a type of customer relationship management software that is designed to be easily integrated into existing business applications. It typically includes features such as contact management, lead tracking, and sales automation, among others. Capsule CRMs are often used by small and medium-sized businesses, as they offer a cost-effective and streamlined solution for managing customer interactions.

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.

Integrations for Dropbox
Dropbox Alternatives

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

  • Google Drive Integration Google Drive
  • OneDrive Integration OneDrive
Connect Capsule CRM + Dropbox in easier way

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

  • Triggers
  • Contact Updated Instant

    Triggers when a contact is updated

  • New Contact Instant

    Triggers when a new contact created.

  • New Opportunity Instant

    Triggers when a new opportunity is created.

  • New Project Instant

    Triggers when a new project is created.

  • New Task Instant

    Triggers when a new task is created.

  • Project Updated Instant

    Triggers when a project is updated.

  • Task Updated Instant

    Triggers when a task is updated.

  • Updated Opportunity

    Triggers when a opportunity 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 Contact

    Create a new contact.

  • Create Project

    Creates a Project

  • 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 Capsule CRM & Dropbox Integrations Work

  1. Step 1: Choose Capsule CRM as a trigger app and authenticate it on Appy Pie Automate.

    (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 Capsule CRM to Dropbox.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:11 am
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