Dropbox Integration

Salestrekker offers a one-way Dropbox integration. Files saved in Salestrekker can be automatically (or manually) added to a specific Dropbox folder.

Dropbox is 'cloud' based data storage solution used widely for business and personal purposes.

Salestrekker integration only works with Dropbox for Business.

Integration Steps

Go to Settings > 3rd party integrations and find Dropbox activation button

Once you switch the button on, new activation window will open.  Simply fill in the login details (or use 'Sign in with Google' option) and the set up is completed.

Adding Files Manually

In a deal go to 'Document' tab.  Select files (1, checkbox on the left) and Click on Dropbox button (2).  Select Upload to Dropbox option.

Dropbox dialog will enable to select a folder you want to upload into (4). Users can also create a new folder (3).  Once folder is created/selected, simply click on the upload button (5).  Files will be saved in Dropbox.

Adding Files Automatically (Sync Deal with Dropbox)

Once deal is created, all files can be synced with a specific folder in Dropbox. Note that files added to Salestrekker prior to this will not be saved automatically.

Simply click on Dropbox button (2) and Select Sync with Dropbox option in dropdown (6).

In a new dialog follow the same steps as for the manual addition (i.e. create a new folder or add to the existing folder in Dropbox). All new files will automatically sync with this folder.