Share, Store and Collaborate using Dropbox in your ConvergeHub CRM

DropBox – ConvergeHub Integration

Easily integrate your DropBox with ConvergeHub and synchronize your files for sharing with your team and customer.

DocuSign Features

DropBox Features

Dropbox is file storage and sharing service that helps you to store all your files in the Cloud for an easy access with any device, anywhere. With the Dropbox for ConvergeHub CRM integration, you not only have all your files associated to any Contact, Lead, Opportunity, and Account, but it also has the ability to collaborate with your business teams.

convergehub integration

Fully synchronize your DropBox account with ConvergeHub

Access all of your DropBox files and documents from ConvergeHub CRM and even edit and revise all of your DropBox documents from within ConvergeHub and get the same reflected in DropBox.

Associate files with leads, accounts and deals

Quickly attach all DropBox files and documents to contacts, sales leads, projects, support cases, and more. This helps in keeping all your relevant documents associated with customer records, sales, marketing, support, and billing in a centralized repository.

convergehub integration
convergehub integration

Collaborate with multiple teams

Keep your sales, marketing and support teams on the same page in relation to which DropBox contents have been shared with which customer and which contents have been previewed, edited or downloaded.

Share files on the move

Secure file sharing and collaboration from anywhere, with sales, marketing, support and your customers.

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Setting up DropBox Integration in ConvergeHub

1. Navigate to “App Store” or simply search “DropBox” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that helps in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2. Navigate to “Library” listed under the “Collaboration” menu

For connecting your DropBox account with ConvergeHub, you need to navigate to the Collaboration menu and then click on Library, which is listed under it.

3. Click on “Connect to DropBox” in left panel, which will open up a new window

Click on Connect to DropBox, which is available in the left panel. If you have pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

convergehub integration
convergehub integration

4. In the new window, input your DropBox ID and password or “Sign in with Google”, and then provide all the necessary authorization

Providing the necessary authorization will get you linked with the app. You can use your existing DropBox authorizations or you can Sign in with Google, which will help you to connect all the files that you have stored in your DropBox account or even upload new files for sharing with your team, business partners, leads and customers, and keep the files for your future use.

DropBox Integration How-To

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