Dropbox Integration

Integration overview

The Dropbox integration in Kommo allows you to seamlessly attach and access files within your CRM. By connecting Dropbox, you can store documents, images, and other files in the cloud, ensuring they are securely stored and easily accessible. This integration enhances your lead management and collaboration processes by keeping all relevant files linked to your lead cards.

💡 Cool ways to use Dropbox and Kommo

Enhance your workflow and collaboration with these features:

  • Attach files to lead cards: Easily attach files from Dropbox directly to your lead card notes, keeping all relevant documents in one place.
  • Access files: Open and view Dropbox files directly within Kommo, streamlining your workflow without needing to switch between applications.
  • Increase storage capacity: Utilize Dropbox's cloud storage to increase your account's storage capacity, allowing you to store more files without worrying about space limitations.
  • Secure file storage: Benefit from Dropbox's secure cloud storage, ensuring your files are protected and accessible from anywhere.
  • Collaborate with your team: Share files stored in Dropbox with your team members, enhancing collaboration and communication within your organization.

❤️ Why do Kommo users love Dropbox?

Kommo users appreciate the Dropbox integration because it simplifies file management and enhances collaboration. By linking Dropbox with Kommo, users can easily attach and access files within their CRM, keeping all relevant documents organized and accessible. This integration streamlines workflows, improves efficiency, and ensures that all team members have access to the files they need.

🔌 How to connect Dropbox

To connect Dropbox, follow these steps:

  1. Go to Settings > Integrations > Search for Dropbox and click Install.
  2. Sign in to your Dropbox account and authorize the connection.
  3. Once connected, a Dropbox button will appear when creating new notes in lead cards.
  4. Click the Dropbox button to select and attach files from your Dropbox account.

That’s it, your connection is live ⭐. Visit our setup guide to learn more about this connection.

⚒️ What do you need

  • Kommo account (available on all plans, including the free trial period)
  • Dropbox account (Fees may apply, contact the service for tariff details)