FAQs in this section
Why should I sync Google Contacts and Calendar with Vtiger? What is Google Dropbox? How does the Dropbox and Vtiger CRM integration work? Can iPhone users use Google Dropbox? Is Google Dropbox available only for Android users? What is Google Drive? How do the Google Drive and Vtiger CRM integration work? How do I upload documents from Drive to the CRM? Can I sync the documents from Drive to Vtiger CRM? Why am I not able to use Gmail sync? Why should I whitelist Vtiger on Google? How can I add Vtiger as a trusted app on Google? Is Google Drive available in the Sales Starter edition? How do I link documents from Drive to the CRM? Is Dropbox available in the Sales Starter edition? Can I sync the documents from Dropbox to Vtiger CRM? How can I upload documents from Dropbox to the CRM? What are Google Contacts and Calendar? How does the Google Contacts and Calendar integration with Vtiger work? Is Google Contacts and Calendar available in the Sales Starter edition? How do I integrate Google Contacts and Calendar with Vtiger? From where do I configure Google Contacts and Calendar in Vtiger CRM? How can I configure the Google Contacts and Calendar sync? How can I deactivate Google Contacts and Calendar sync? From where can I sync Google Contacts and Calendar records to the CRM? How can I sync the Google Contacts and Calendar records with Vtiger? What is Sync Log in Vtiger CRM? Why is the syncing process taking a long time for Google Contacts and Calendar?
How can I link the documents from Dropbox to the CRM?
Table of Contents
If you have a document in Dropbox and want a record of it in the CRM, you just have to link it.
Follow these steps to link documents to CRM from Dropbox:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Documents.
- Click +Add.
- Click Link.
- Select Dropbox to link from in the Link Document window.
- Select the folder where you want to store your document.
- Assign a user to the document.
- Click Browse to choose the document you want to link.
- Sign in to your Dropbox using your credentials.
- Select the document from your Dropbox.
- Click Add.
- Click Link Selected files.
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