cloud_upload
Coming SoonStorage
Dropbox
Connect Dropbox to Skode CRM to link files and folders to deal and contact records. Access proposals, contracts, and documents from within the CRM without switching tools. Keep your team aligned with shared Dropbox folders per deal.
checklistFeatures
check_circleLink Dropbox files to CRM deal and contact records
check_circleFile preview from within CRM timelines
check_circleAutomatic folder creation per deal
check_circleDropbox Business and team folder support
check_circleFile sharing links generated from CRM
integration_instructionsSetup Guide
1
Navigate to Settings > Integrations > Dropbox in Skode CRM
2
Click "Connect Dropbox" and authorize via OAuth
3
Configure default folder structure for CRM records
4
Set up folder naming conventions
5
Grant team access preferences
6
Start linking Dropbox files to CRM records
Part of Skode CRM
Dropbox integrates with Skode CRM for cloud file management on deal records.