New files in Dropbox — Updating leads in Salesforce

The scenario catches new files in Dropbox and updates leads in Salesforce. Runs on its own, no manual copying.

  • Every file from Dropbox is marked in the client's card in Salesforce.
  • Clients aren't re-asked for what they already sent.
  • You see which documents you have and which are pending.
DropboxSalesforce
Add it to your accountScriptera

How it works

To pass leads from Dropbox to Salesforce automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Dropbox
  3. Then: Salesforce
  4. Then: Salesforce 2

You can launch this Dropbox + Salesforce integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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