Connect Dropbox to SkedX 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.
What you get
- Link Dropbox files to CRM deal and contact records
- File preview from within CRM timelines
- Automatic folder creation per deal
- Dropbox Business and team folder support
- File sharing links generated from CRM
Setup guide
How to get Dropbox working with SkedX CRM.
- Navigate to Settings > Integrations > Dropbox in SkedX CRM
- Click "Connect Dropbox" and authorize via OAuth
- Configure default folder structure for CRM records
- Set up folder naming conventions
- Grant team access preferences
- Start linking Dropbox files to CRM records
Questions
How do I connect Dropbox with SkedX?
Connecting Dropbox to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Dropbox in SkedX CRM; Click "Connect Dropbox" and authorize via OAuth; Configure default folder structure for CRM records; Set up folder naming conventions; Grant team access preferences; Start linking Dropbox files to CRM records. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Dropbox integration?
With the Dropbox integration you can: Link Dropbox files to CRM deal and contact records; File preview from within CRM timelines; Automatic folder creation per deal. Everything stays in sync with SkedX CRM.
When will the Dropbox integration be available?
The Dropbox integration is coming soon. It will connect Dropbox with SkedX CRM in the Storage category.
