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:
- You must have your unique Dropbox account first.
Connect Dropbox with Pipeliner CRM
You can activate the Dropbox App within the "Account Settings".
- Click on the Profile and select Account Settings from the menu.
- Click on Apps.
- Find Dropbox App and click Activate.
- Save the changes.