Dropbox automations — Sales & Leads

Ready-made scenarios where Dropbox works for you (sales & leads): pick one — a copy appears in your account and runs on its own.

74 scenarios

Facebook Lead Ads leads become cards in Dropbox
New deals in Affinity — Running apis in Dropbox
New forms in Wufoo — Running apis in Dropbox
Updated customers in Chargebee — Running apis in Dropbox
Updated deals in Pipedrive — Running apis in Dropbox
New event in Eventbrite — a campaign in Dropbox
Stage change: deals in pipedrive — Running apis in Dropbox
Push Salesforce leads into Dropbox audiences
New jobs in gitlab — Uploading files in Dropbox
New files in asana — Updating files in Dropbox
New leads in Copper — Finding folders in Dropbox
Stage change: deals in pipedrive — Files in Dropbox
Bookings become CRM tasks
Files from your form are filed into Dropbox
Stage change: deals in hubspot — Finding folders in Dropbox
New tags in helpScout — Files in Dropbox
Stage change: deals in pipedrive — Members in Dropbox
New deals in Copper — Folders in Dropbox
New deals in Copper — Documents in Dropbox
New customers in Stripe — Running apis in Dropbox
New deals in Affinity — Urls in Dropbox
Found: customers in Get Course — Running apis in Dropbox
New files in Dropbox — Leads in Amo Crm
New files in Dropbox — Finding contacts in Google Contacts
New leads in zohoCrm — Urls in Dropbox
New contacts in activeCampaign — Running apis in Dropbox
New folders in Dropbox — Customers in Clockify
New users in intercom — Folders in Dropbox
Updated contacts in microsoftDynamicsCrm — Running apis in Dropbox
New folders in Dropbox — Contacts in Amo Crm
Contacts from Amo Crm into Dropbox audiences
Found: folders in Dropbox — Contacts in Amo Crm
New folders in Dropbox — Leads in Amo Crm
Updated contacts in activeCampaign — Urls in Dropbox
Found: deals in Pipedrive — Running apis in Dropbox
Found: folders in Dropbox — Deals in Bitrix24
New contacts in Amo Crm — Running apis in Dropbox
New contacts in Amo Crm — Members in Dropbox
New Amo Crm contacts — into Dropbox audiences
New files in dropbox — Updating deals in Bitrix24
New folders in Dropbox — Projects in Asana
New folders in Dropbox — Finding contacts in Google Contacts
Found: folders in Dropbox — Leads in Amo Crm
Found: deals in Pipedrive — Updating deals in Pipedrive
New files in dropbox — Contacts in Amo Crm
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A proposal from a form lead — as a ready document and email
Application processing and agent assignment — on autopilot
Sales proposals from a form — with the value already calculated
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
A proposal from bullet points — in your template
Contacts from business cards into a spreadsheet — by photo
A proposal from a table row — as a finished document
Client onboarding from a single form: folder, contact, channel, tasks
A client proposal — assembled for you
New client onboarding — folder, tasks, channel, and email in a minute
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
End-to-end client onboarding from one form
Invoices from a folder — straight into CRM deals
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
Sales proposals tailored to each client — on their own
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Agency client onboarding — folders, brief, and welcome email from one form
An AI assistant over your CRM in any messenger
A sales assistant across every messenger