Marketplace

Dropbox

Dropbox is a cloud storage service that keeps your documents online rather than on one computer. You can open them from anywhere and share them with anyone.

The Dropbox CRM integration lets you attach files straight from Dropbox to notes, calls, and deals in OnePageCRM. The file stays in Dropbox, so you're linking to it rather than keeping a second copy in your CRM.

Attach Dropbox files to notes, calls, and deals

Search your Dropbox from inside OnePageCRM and attach a file to a note, a call, or a deal. The proposal goes on the deal it belongs to, and the signed contract goes on the contact who signed it.

Because the file lives in Dropbox, attaching it costs you no CRM storage, and removing it later takes a click.

A OnePageCRM note with Dropbox files attached to it, one a spreadsheet and one an image.

Keep shared files where the team can find them

Files everyone needs, like a price list or a pitch deck, belong somewhere better than one contact's page. Upload those to your Document Page and the whole team can reach them.

About the Document Page

Watch video overview

CRM Dropbox Integration: Organize Client Files in Your CRM | OnePageCRM Tutorial1:12

Questions

So you can find the file from the customer's record. Sales files tend to scatter, with the proposal in cloud storage and the deal in the CRM, and this puts a link to the right file on the record it belongs to.

No. Dropbox comes pre-installed in OnePageCRM, so you sign in to your Dropbox account and start attaching files in seconds.

No. Your files stay in Dropbox and OnePageCRM links to them, so what you attach counts against your Dropbox space and not your CRM.