Connect Dropbox with Pipeliner CRM

Dropbox for Pipeliner lets you attach Dropbox files directly into a specific sales step for any of your opportunities to effective organize sales documents according to your sales process and attach your files with just a few clicks to any lead, opportunity, contact or account in Pipeliner CRM.

Integration Check List:

  1. You must have your unique Dropbox account first.

Connect Dropbox with Pipeliner CRM

You can activate the Dropbox App within the "Account Settings".

  1. Click on the Profile and select Account Settings from the menu.
  2. Click on Apps.
  3. Find Dropbox App and click Activate.
  4. Save the changes.

 

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