Highlevel Overview

Dropbox is a popular platform that provides you with a personal cloud storage service, frequently used for uploading various file types, sharing files, and collaborating on files with your team. The Dropbox Integration for SuiteCRM by Helfertech gives you the best way to organize your CRM files in Dropbox. This simplified process enables users to select the option to save files on the local server or upload to Dropbox.

Key Features

  • Ability to store your files in one safe place
  • Ability to upload files from Document and Notes modules
  • Ability to provide option to save locally or upload on the store
  • Bulk upload from the ListView

How it Works

Dropbox Integration with SuiteCRM gives you the ability to create, edit, upload, and manage day-to-day documents.

Put your parent folder name and paste the access token on the configuration screen.

Dropbox Integration for SuiteCRM Configuration

Dropbox Integration for SuiteCRM Create Documents

Dropbox Integration for SuiteCRM ListView

Dropbox Integration for SuiteCRM files in Dropbox

To learn more about this solution, go to Dropbox Integration for SuiteCRM or search for "Dropbox."

Like this post?

We'll send you an email once a month with the latest posts.