How to Integrate Applications

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2025-04-16

[No Code Required] How to Automatically Create Folders by Integrating HubSpot and Dropbox

t.aizawa

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

The inbound marketing platform "HubSpot" and Dropbox, which allows you to access necessary files anytime, anywhere, regardless of the device.
What can be achieved by integrating HubSpot and Dropbox? 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 view customer information stored in HubSpot and related files stored in Dropbox in one 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 need to manually organize materials for each task, enabling 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 automatically link 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

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 we will use this time is "When a contact is created in HubSpot, create a folder in Dropbox"!
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 column 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 integration of My Apps!

Step 2: Set Up 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 start time and database ID, and click "Test".
If there are no errors, click "Save" at the bottom.
※ Trigger start interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selectable start intervals may vary depending on the plan.

Step 3: Set Up 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. That's it!

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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!

When an email with an attachment arrives, this flow uploads the file to Dropbox and integrates with HubSpot to leave a note on the contact. This flow is recommended 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 file is stored in Dropbox, and a note is left in HubSpot! Office staff can proceed with their tasks 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, by integrating HubSpot and Dropbox, folders are automatically created, so you won't forget to put data in the folder! At Yoom, you can integrate with various apps! 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!

The person who wrote this article

t.aizawa

I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!