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Dropbox + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Dropbox and Odoo CRM

About Dropbox

Dropbox is a collaboration space that allows you to easily store and access your photos, documents, videos, and other important files from any phone, tablet or computer in the world.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best Dropbox and Odoo CRM Integrations

  • Dropbox Slack

    Dropbox + Slack

    Get notified in Slack when a file is added to your Dropbox folder Read More...
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack-Dropbox integration and we will watch your Dropbox folder for you. After setting up this integration, we will send a notification to your chose slack channel every time a new file is added to the specified Dropbox folder. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How It Works
    • Triggers every time a new file is added to your specified Dropbox folder
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • A Dropbox account
    • A Slack account
  • Dropbox Google Sheets

    Dropbox + Google Sheets

    Add new Google Sheet rows for every new Dropbox file Read More...
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Setting up integration between your Dropbox and Google Drive can get you many extra productive hours every single day. After setting up this integration, whenever a new file is added on your Google Drive, Appy Pie Connect will create a new row in your selected Google Sheets spreadsheet.
    How This Integration Works
    • A new file is added to Google Drive
    • Appy Pie Connect will automatically create a new row in your selected Google Sheets spreadsheet
    What Is Needed for This Integration
    • A Google Sheets account
    • A Dropbox account
  • Dropbox Google Calendar

    Dropbox + Google Calendar

    Create New Google Calendar Events from New Dropbox Files Read More...
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Google Calendar Create Detailed Event
    If you’re looking for a way to automatically create Google Calendar events for Dropbox files, then this integration is great for you. After setting this integration up, whenever you add a new file on Dropbox, we will automatically create an event on Google Calendar for it. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How It Works
    • A new file is added to Dropbox
    • Appy Pie Connect automatically creates a new event on Google Calendar
    What Is Needed for This Integration
    • A Dropbox account
    • A Google account with access to Google Calendar
  • Dropbox Trello

    Dropbox + Trello

    Generate new Trello cards for every new Dropbox file Read More...
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Trello Create Card
    The Trello – Dropbox integration from Appy Pie Connect makes project management simpler by allowing you to efficiently keep track of your tasks, without any hassle. Once this connect is active, a new Trello card will automatically be created whenever a new file is added to the Dropbox.
    How This Trello-Dropbox Automation Works
    • A new file is added to the Dropbox.
    • Appy Pie Connect generates a new card on Trello
    What Do You Require
    • A Dropbox account
    • A Trello account
  • Dropbox Google Drive

    Dropbox + Google Drive

    Replicate new files on Dropbox to Google Drive Read More...
    When this happens...
    Dropbox New File in Folder
     
    Then do this...
    Google Drive Upload File
    Make the most out of Dropbox and Google Drive by integrating them through Appy Pie Connect. After this connect is set up, every time a new file is added to Dropbox, the same file will automatically be copied to the Google Drive.
    How This Connect Works
    • A new file is added to the Dropbox
    • Appy Pie Connect replicates the same file on Google Drive
    What Do You Require
    • A Dropbox account
    • A Google account with access to Google Drive
  • Dropbox Google Drive

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Dropbox {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Dropbox + Odoo CRM in easier way

It's easy to connect Dropbox + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New File in Folder

    Triggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.

  • New Folder

    Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Folder

    Generates a brand new folder at the specified path.

  • Create Text File

    Generates a brand new text file from predefined plain text content.

  • Create or Append to Text File

    Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.

  • Upload File

    Upload an existing file or attachment up to 100 MB in size.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Dropbox & Odoo CRM Integrations Work

  1. Step 1: Choose Dropbox as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Dropbox with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Dropbox and Odoo CRM

After the first study of Dropbox and Odoo CRM, I have come to a conclusion that both applications are very popular in the market of developing business. So, I decided to do some research on both products and reveal their integration opportunities.

Integration of Dropbox and Odoo CRM

Integration of Dropbox and Odoo is described in tutorial from www.dropbox.com as fplows:

“Use Dropbox to share files with your team members. In order to import these files into Odoo, we recommend you use the ‘Import from Dropbox’ feature (in the menu Account > Import > Import from Dropbox. This will automatically create related records in Odoo. You can also set up Odoo to have an automatic sync with Dropbox. This means that every time you make a change to a file in Dropbox, it will automatically be updated in Odoo.”[1]

Benefits of Integration of Dropbox and Odoo CRM

Benefits of integrating Dropbox and Odoo are described in tutorial from www.dropbox.com as fplows:

“With the ‘Import from Dropbox’ feature, you can import files from Dropbox into Odoo so that they become part of your business documents. For example, you could use this feature to import purchase orders from a supplier into your accounting system. When you create a new purchase order in Odoo, it will automatically create an invoice in your accountancy software (which can be linked to Odoo. This integration makes it easy for your team members to easily exchange information between their different software tops without having to manually re-enter any data.”[2]

As a result of my analysis of both applications I found out that their integration is possible and it gives benefits for users of both applications. That’s why I would like to recommend businesses to consider integration of Dropbox and Odoo CRM.

References:

The process to integrate Dropbox and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.