【No-Code Solution】How to Automatically Create Folders by Integrating HubSpot and Dropbox

The inbound marketing platform "HubSpot" and Dropbox, which allows access to necessary files anytime, anywhere, regardless of the device.
What can be achieved by integrating HubSpot and Dropbox this time? We will introduce the benefits and automation examples!

Benefits and Automation Examples of Integrating HubSpot and Dropbox

Integrating HubSpot and Dropbox makes data management more efficient!
We will introduce it specifically below.

Benefits

Benefit 1: Efficiently manage folders!

When a new contact is created in HubSpot, a folder can be automatically created in Dropbox! Moreover, the entire team can easily access it. This prevents file duplication and ensures that the latest information is always shared.

Benefit 2: Unify customer data!

You can check customer information saved in HubSpot and related files saved in Dropbox with a single app! This allows for a deeper understanding and quick response to customers, recommended for sales activities and customer support!

Benefit 3: Automatically manage tasks!

When a new task is created in HubSpot, related folders in Dropbox can be automatically saved and organized! This eliminates the hassle of manually organizing materials for each task, allowing for efficient task management!

Automation Examples

Integration from HubSpot to Dropbox

・When a new customer is added to HubSpot, a customer folder can be automatically created in Dropbox.
・When contracts or quotes are created in HubSpot, they are automatically saved in Dropbox, and a shared link can be sent to specific members.

Integration from Dropbox to HubSpot

・New files uploaded to Dropbox can be automatically linked to related information in HubSpot.
・Files added to specific folders in Dropbox can be automatically registered as tasks in HubSpot.

How to Create a HubSpot and Dropbox Integration Flow

Now, we have listed the benefits and automation examples of integrating HubSpot and Dropbox.
Next, we will introduce how to actually integrate HubSpot and Dropbox.
The template used this time is "Create a folder in Dropbox when a contact is created in HubSpot"!
The template is as follows.

Before Getting Started

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If you don't have a Yoom account yet, please create one from the Yoom Account Creation Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Connect HubSpot and Dropbox to My Apps!

(1) After logging into Yoom, select "My Apps" from the left menu and choose "+ New Connection".

(2) Click on HubSpot from the list of new connections in My Apps.
(3) If you have an account, click "Sign in to your HubSpot account".

(4) Enter your email address and password on the login screen and log in.
For the subsequent steps, please check here.
(5) Next, register Dropbox to My Apps. Click on Dropbox from the list of new connections in Yoom, just like in step (1).
(6) A login screen will appear, so log in with your Google or Apple ID, or enter your email address and click "Continue".

This completes the connection of My Apps!

Step 2: Set the Trigger!

(1) This time, we will use the provided template.
Click on "When a new contact is created" in the app trigger.

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(2) If there are no errors in the account information linked with HubSpot, click "Next".
(3) The API connection settings screen will appear, enter the trigger activation time and database ID, and click "Test".
If there are no errors, click "Save" at the bottom.
※ Trigger activation intervals → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selectable activation intervals vary depending on the plan.

Step 3: Set the Action!

(1) Next, click "Create Folder".
(2) Check if there are any errors in the account information linked with Dropbox, enter the app ID, and click "Next".
(3) The API connection settings screen will appear, enter the folder path and click "Test".
If there are no errors, click "Save" at the bottom.

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(4) Finally, turn on the email trigger. This completes the setup!

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Advanced Integration Flow of HubSpot and Dropbox

How was it? In addition to the flow introduced this time, we will introduce two more flows using HubSpot and Dropbox! Both processes are simple and can be done very easily!

This is a workflow where when you receive an email with an attachment, the file is uploaded to Dropbox and a note is left on the contact in HubSpot.
It's a recommended workflow for those who frequently handle images or PDF data!
For example, real estate companies managing rental properties often take photos of properties, right? By simply sending an email to the office staff, the files are stored in Dropbox, and a note is left in HubSpot! Office staff can proceed with their work without waiting for the sales team!

Summary

This time, we introduced the integration of HubSpot and Dropbox.
As projects increase, it becomes difficult to know which folder to store the data in...
However, if you integrate HubSpot and Dropbox, folders are automatically created, so you won't forget to put data in the folder!
At Yoom, various apps can be integrated! Moreover, integration is easy with no code required. Also, the design is easy to understand, so even beginners can use it with confidence.
There is also a two-week trial plan, so let's keep improving work efficiency by integrating with various apps!