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How can I upload documents from Dropbox to the CRM?

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Follow these steps to upload documents to Dropbox from the CRM:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Documents.
  5. Click +Add.
  6. Click Upload
  7. Select Dropbox as your document storage in the Upload Document window.
  8. Sign in to your Dropbox account using your credentials.
  9. Assign a user to the document.
  10. Select the folder where you want to store your document.
  11. You can either upload the document by a drag-and-drop action or select the document from your local system.
  12. Click Upload.

The documents will be uploaded to Dropbox.
You can view the documents uploaded to Dropbox from the CRM, click the Dropbox option on the side panel.

To know more about Dropbox, click here.

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