How to integrate Zoho CRM with Dropbox to create a folder for each client in Dropbox when a client is registered in Zoho CRM

How do you manage the information of accounts registered in Zoho CRM?
Creating files manually for each company can be cumbersome.
This article introduces a method to integrate Zoho CRM with Dropbox to "automatically create a folder in Dropbox for each account when it is registered in Zoho CRM."
This automation may enhance data management efficiency and facilitate information sharing.
We will utilize the no-code tool Yoom for app integration and flow bot creation. Detailed instructions on integration and Yoom's operation will also be provided.
Please take a look.

Recommended for

If you fall into the following categories, consider integrating Zoho CRM with Dropbox!

Those using Zoho CRM and Dropbox
Those looking to streamline operations by integrating Zoho CRM with Dropbox
Companies aiming to facilitate smooth information sharing between departments
Those wanting to improve project progress management efficiency

Benefits and Examples of Integrating Zoho CRM with Dropbox

Benefit 1: Reduce Manual Work

You can automate the task of creating folders in Dropbox manually.
Consider a scenario where a sales representative adds account information to Zoho CRM.
Manually creating files can be time-consuming and inefficient.
With the integration of Zoho CRM and Dropbox, folders can be automatically created in Dropbox immediately after addition.
This can reduce the burden of administrative tasks and allow you to focus on sales activities.

Benefit 2: Enhance and Centralize Data Management

When an account is registered in Zoho CRM, a folder is automatically created in Dropbox, allowing you to manage account information in one place.
For example, you might manage account information in Zoho CRM and store documents like contracts and quotes in Dropbox.
By integrating Zoho CRM with Dropbox, files can be automatically created for each account, making it easy to access necessary document data.
Automatic folder creation also maintains consistency across different tools.
This facilitates information sharing both within and outside the team, potentially smoothing business operations.

Benefit 3: Reduce Errors

‍Integrating Zoho CRM with Dropbox can prevent folder creation errors and omissions.
For instance, consider a situation where you register numerous account details after participating in an exhibition.
Manually creating folders in Dropbox might lead to "company name input errors" or "missing folder creation for important clients."
Automatic folder creation in Dropbox can help reduce human errors.

Now, let's introduce the method to use the no-code tool Yoom to "create a folder in Dropbox for each account when it is registered in Zoho CRM."

[What is Yoom]

How to Create a Folder in Dropbox for Each Account When Registered in Zoho CRM

This can be achieved by receiving account registration in Zoho CRM using Zoho CRM's API and creating files in Dropbox using Dropbox's API.
Typically, programming knowledge is required for this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

We will proceed with the following major processes.

Register My Apps in Zoho CRM and Dropbox
Copy the Template
Set Triggers and Actions
Turn on the Trigger and Check Operation

You can issue a Yoom account from here.
If you already have an account, please log in!

Step 1: Integrate Zoho CRM and Dropbox with My Apps

Before setting up the Flowbot, let's integrate Yoom with the apps.

1. Register My App in Zoho CRM

After logging into Yoom's workspace, select My Apps and click on New Connection.

Select Zoho CRM from the My Apps list.

Set the domain URL.

Now you have registered My App in Zoho CRM.

2. Register My App in Dropbox

Similarly, click on New Connection from My Apps.

Select Dropbox from the My Apps list.

Enter your email address.

Enter your password.

Alternatively, you can integrate using Google and Apple accounts.
Now you have registered My App in Dropbox.

Step 2: Copy the Template

Copy the template you want to use.
Click on the banner below.

Clicking will switch the screen to Yoom's template site.
On that screen, please click "Try this template".

Then, move to Yoom's workspace, and when it shows that the copy was successful, click "OK".

Now you have successfully copied the template!

Step 3: Set up Zoho CRM Trigger

Next, proceed to the Flowbot settings.
Click on the "When a client is created" of the template you just copied.

1. Select Linked Account and Action

The title is entered to make the trigger content easy to understand, but it can be changed.
Check the account information linked with Zoho CRM.
Select the trigger action "When a client is created".
Once everything is set, click "Next".

2. API Connection Settings for App Trigger ①

Set up the Zoho domain and channel ID.
Once set, run the test and click "Next".

3. API Connection Settings for App Trigger ②

Send a webhook event (create a client) and click test.

If the test is successful and you can retrieve information from Zoho CRM, save it.

Step 4: Set up Zoho CRM Action

Next, click on "Retrieve client information".

1. Select Linked Account and Action

The title is entered to make the action content easy to understand, but it can be changed.
Check the account information linked with Zoho CRM.
Select the action "Retrieve client information".
Once everything is set, click "Next".

2. API Connection Settings

Select the client ID from the output obtained from the Zoho CRM trigger.
Set up the Zoho domain.
Once set, click test.

If the test is successful and the output is obtained, save it.

Step 5: Set up Dropbox Action

This is the final step!
Click "Create folder" to complete the setup.

1. Select Linked Account and Action

The title is entered to make the flow content easy to understand, but it can be changed.
Check the account information linked with Dropbox.
Select the action "Create folder".
Once set, click "Next".

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2. API Connection Settings

Set the folder path.
Refer to the output from Zoho CRM and set it as shown in the attached image.
Once set, run the test, and if a folder is created in Dropbox, click save.

After saving, a message will appear indicating that the template setup is complete, so turn on the trigger and perform a functionality check.
Now the setup is complete!

Other Automation Examples Using Zoho CRM

Yoom offers a variety of templates.
Here are three templates that utilize Zoho CRM.

1. A template that adds a lead registered in Zoho CRM to Google Sheets.

Managing lead information across multiple databases can lead to data entry tasks.
Manual entry can be time-consuming and labor-intensive, increasing the burden of administrative tasks.
By automatically adding leads from Zoho CRM to Google Sheets, you can expect to improve work efficiency.

2. This is a template for notifying Slack when a new account is created in Zoho CRM.

By automatically notifying Slack when an account is registered in Zoho CRM, the risk of missing it can be reduced.
Additionally, by notifying through a chat tool, quick customer response becomes possible.
This is expected to facilitate smooth business operations.

3. This is a template for adding tasks to Trello when they are registered in Zoho CRM.

Using different task management tools simultaneously can lead to the need for transferring information.
By utilizing this template, you can reduce manual work and thus shorten the time spent on data entry.

Summary

By integrating Zoho CRM with Dropbox, you can reduce the manual task of creating folders in Dropbox and prevent human errors such as creation mistakes.
Centralized folder information management allows for smooth sharing.
By utilizing Yoom, you can complete app integrations and automation flow settings without the need for programming.
Using templates makes the setup even easier.
Why not take this opportunity to integrate Zoho CRM with Dropbox to automatically create folders and centrally manage information?