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.
To learn more about this solution, go to Dropbox Integration for SuiteCRM or search for "Dropbox."
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Related Record Creator
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
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Box Integration
Box Integration for SuiteCRM gives you the best way to organize your CRM files in the popular Box platform. We have simplified the process by allowing users to select the option to save files on the local server or upload them to Box.
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