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Salesforce + Dropbox Integrations

How to connect Salesforce + Dropbox

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Do Even More with Salesforce + Dropbox

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + Dropbox workflows do more for them.

  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • Dropbox

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Trigger

  • Dropbox

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Trigger

  • Dropbox

    Creates a brand new folder at the path you specify.

    Scheduled

    Action

  • Dropbox

    Upload an existing file or attachment not bigger than 100 MB.

    Scheduled

    Action

  • Dropbox

    Moves a file to a new location at the path you specify.

    Scheduled

    Action

  • Dropbox

    Creates a brand new text file from plain text content you specify.

    Scheduled

    Action

  • Dropbox

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

    Scheduled

    Action

  • Dropbox

    Renames a file that you specify.

    Scheduled

    Action

  • Dropbox

    Creates a shared link for a file.

    Scheduled

    Action

  • Dropbox

    Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Action

  • Dropbox

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Action

  • Dropbox

    Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.

    Scheduled

    Action

How Salesforce + Dropbox Integrations Work

  1. Step 1: Authenticate Salesforce and Dropbox.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Dropbox Tutorials

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
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dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

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