Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
Highlevel Overview
Running any business requires documents that need to be shared, and the Suite Dropbox plugin by Urdhva Tech lets you access and add Dropbox files while working in SuiteCRM.
Suite Dropbox Functions
- Drag and drop function for accounts and contacts module
- Download Dropbox documents from SuiteCRM
- Options to delete unwanted documents from Dropbox directly from SuiteCRM
Installation and Folder Set Up
Once this add-on is installed in SuiteCRM, you need a one-time configuration for Dropbox integration. It will create one master folder during the configuration, then it will create the account name's folder when you drop a document from detail view of accounts. If you haven't uploaded documents to specific accounts and in detail view of contacts when you drop a document, it will create two folders: one for the parent account name and one for the contact name.
To learn more about this solution, go to Suite Dropbox or search for "Dropbox."
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Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
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Easy OVH Click2Call (OVH VoIP offers)
Save time for your Sales Representatives and Teammates by linking your subscribed OVH VoIP offers with all SuiteCRM phone fields, allowing them to establish a connection with a contact with just a single click on the phone number! Requires a valid OVH Enterprise VOIP subscription.
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