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Odoo CRM + Dropbox Integrations

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

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.

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.

Dropbox Integrations
Dropbox Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Drive Google Drive

Best Odoo CRM and Dropbox Integrations

  • Odoo CRM Slack

    Dropbox + Slack

    Get notified in Slack when a file is added to your Dropbox folder Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Sheets

    Dropbox + Google Sheets

    Add new Google Sheet rows for every new Dropbox file Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Calendar

    Dropbox + Google Calendar

    Create New Google Calendar Events from New Dropbox Files Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Trello

    Dropbox + Trello

    Generate new Trello cards for every new Dropbox file Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Drive

    Dropbox + Google Drive

    Replicate new files on Dropbox to Google Drive Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Drive

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

How Odoo CRM & Dropbox Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Dropbox as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Dropbox with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo CRM and Dropbox

Odoo CRM is an open source ERP that has many useful features. It helps users to manage business contacts, customers, invoices, sales, and other business related tasks.A CRM system is a software that helps users to manage sales and customer service activities. It automates many of the daily repetitive tasks of the sales team. It also allows users to track progress of sales orders and to share information about customers with other users in their organization.CRM stands for "Customer Relationship Management". In general, CRM is a software that is used by business organizations to store information about their clients or customers. A CRM system helps companies keep track of their clients and potential clients. It is used to automate various business processes such as billing systems, sales force automation, marketing automation, etc.CRM is also used to manage all the interactions between the company and its customers. This includes keeping track of activities such as making sales and sending out emails and newsletters to the customers. A CRM system can be integrated with other business software so that all the information stored in it can be viewed easily by other people.CRM systems are often used by large organizations such as banks, insurance companies, government departments, and manufacturing companies. But they are also used by small businesses like restaurants, retail stores, and service providers.2. What is Dropbox?

Dropbox is a cloud storage service owned by Dropbox, Inc. The service allows users to store files online in a secure manner. Files can be accessed from computers and mobile devices through the Dropbox website and mobile apps.The files are uploaded to the cloud using either an application or the website interface. Files can then be accessed from a computer or a mobile device through the Dropbox website or mobile app. Dropbox uses a freemium business model, where users are offered a free account with limited storage space, but have to pay for additional storage space or for premium features such as extra file sharing capabilities.Dropbox was founded in 2007 by MIT students Drew Houston and Arash Ferdowsi as a startup company, with initial funding from seed accelerator Y Combinator. Dropbox uses a freemium model of revenue. For individuals, it offers 2 GB for free, plus payment for additional storage. Business accounts are also offered with varying amounts of storage space based on paid subscription plans.In March 2013, the company acquired Mailbox, a popular email app, and in April 2014, it introduced Carousel, a photo and video gallery app. In January 2015, it acquired the document cplaboration top QuickOffice for $117 million in cash and stock and announced its intention to shut it down instead of integrating its features into the main service "because there are no plans to bring any of QuickOffice's features into the Dropbox product." Despite having been launched in 2012, Dropbox reported more than 500 million registered users in March 2015.According to a study conducted by the University of Massachusetts Amherst in March 2014, the use of Dropbox increased over 400% between 2011 and 2013.3. Integration of Odoo CRM and Dropbox

Dropbox and Odoo integrate seamlessly with each other which makes sharing files between CRM and Dropbox easier than ever before. Fplowing are some of the benefits of integration of Odoo CRM and Dropbox:3.1 Saves time. The integration of Odoo CRM and Dropbox saves time which would otherwise be spent on downloading files from client portals or emails or any other sources. Now once the files are downloaded they can be directly uploaded to Odoo without having to go through this trouble again and again.3.2 Easy access. By integrating Odoo CRM with Dropbox it becomes easier for your employees to access important documents from anywhere at any time they want to without having to carry those documents with them. All they need is Odoo CRM login credentials.3.3 Accessibility. With Dropbox being a cloud storage application it becomes easier for your employees to access important data anytime anywhere even if they don't have access to a computer at that time. This proves to be very useful especially when you travel frequently or you need to access data while not at work.4. Conclusion

Integration of Odoo CRM with Dropbox makes accessing important documents from anywhere at any time easy without having to carry those documents with you constantly or download them again and again from client portals or emails or any other sources. This integration also makes working on multiple projects easier by providing access to all important documents whenever needed at any location whether you are traveling or not.

The process to integrate Odoo CRM and Dropbox 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.