Dropbox + SalesForce

Synchronise Dropbox with SalesForce

Info
Dropbox

Dropbox

Data
Info
SalesForce

SalesForce

Customer Relationship

Export your Dropbox files by integrating with SalesForce to better manage your sales.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Will my sensitive data be safe in Dropbox?

Advanced sharing enables only selected users to see important files. Files can be remotely wiped if sensitive data gets compromised.

Can we recover files moved out of Dropbox?

Dropbox can recover deleted files and maintains version histories in case users want to recover old file versions. It also keeps track of all actions performed on specific files.

Connect Dropbox and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Dropbox and SalesForce easily

Data

Dropbox is a cloud-based file sharing software system that caters to individuals and businesses of all sizes, allowing users to share and send files to anyone.

https://www.dropbox.com

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Questions about the integration?

Request more info on Dropbox + SalesForce integration

Question

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