Shared guide

How to integrate Dropbox

In this how-to guide, you'll learn how to seamlessly integrate Dropbox with Pipedrive by following a series of straightforward steps.

victoriaworkflowsvictoriaworkflows
·35 steps·50 views·Published

In this how-to guide, you'll learn how to seamlessly integrate Dropbox with Pipedrive by following a series of straightforward steps. The video will walk you through creating Zap triggers and setting up Dropbox events for efficient file management and automation.

Step-by-step Guide35 steps

  1. Click Create

    Click Create
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  2. Click Zaps

    Click Zaps
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  3. Click Trigger

    Click Trigger
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  4. Type "piped" in Search 7,000+ apps and tools...

  5. Click Pipedrive

    Click Pipedrive
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  6. Click Choose an event

    Click Choose an event
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  7. Click New Deal

    Click New Deal
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  8. Click Continue

    Click Continue
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  9. Click Test trigger

    Click Test trigger
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  10. Click Continue with selected record

    Click Continue with selected record
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  11. Type "drop" in Search 7,000+ apps and tools...

  12. Click Dropbox

    Click Dropbox
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  13. Click Choose an event

    Click Choose an event
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  14. Click Create or Append to Text File

    Click Create or Append to Text File
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  15. Click Sign in

    Click Sign in
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  16. Click @gmail.com

    Click @gmail.com
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  17. Click Victoria A

    Click Victoria A
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  18. Type "7" in Code text input 0

  19. Type "6" in Code text input 1

  20. Type "1" in Code text input 2

  21. Type "3" in Code text input 3

  22. Type "7" in Code text input 4

  23. Click Allow

    Click Allow
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  24. Click Continue

    Click Continue
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  25. Click Choose value…

    Click Choose value…
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  26. Click DefaultID: 12353946513

    Click DefaultID: 12353946513
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  27. Click /

    Click /
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  28. Click /Paper DocsID: /Paper DocsLoading

    Click /Paper DocsID: /Paper DocsLoading
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  29. Click Enter text or insert data…

    Click Enter text or insert data…
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  30. Click SBS Events lead

    Click SBS Events lead
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  31. Click Enter text or insert data…

    Click Enter text or insert data…
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  32. Click Products

    Click Products
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  33. Click Continue

    Click Continue
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  34. Click Skip test

    Click Skip test
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  35. Click Publish

    Click Publish
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