Create a folder in Dropbox when a new party is created in Capsule CRM

■Overview

Do you manually create a folder in Dropbox every time a new customer is added to Capsule CRM? This repetitive task can lead to data entry errors and missed folder creation, taking time away from your core work. With this workflow, you can connect Capsule CRM and Dropbox to automate the entire process, from registering a customer to creating a folder. Eliminate manual effort and manage your customers more smoothly.

■Who This Template Is For

• Sales representatives who use Capsule CRM and Dropbox together and manage customer information manually
• Anyone who spends time creating folders for new customers and wants to improve operational efficiency
• Anyone who wants to reduce data management errors by connecting Capsule CRM and Dropbox

■Benefits of Using This Template

• When a new customer is added to Capsule CRM, a folder is automatically created in Dropbox, reducing the time previously spent on manual tasks
• Prevent human errors such as missed folder creation and incorrect naming conventions, improving the accuracy of your data management

■Flowbot Workflow

1. First, connect Capsule CRM and Dropbox to Yoom
2. Next, select Capsule CRM as the trigger and set the “New Party” action. This starts the workflow whenever a new Party is created
3. Then, set Dropbox’s “Create a folder” action as an operation to create a folder based on the customer information retrieved by the trigger
4. Finally, set Capsule CRM’s “Update Party” action as an operation to update Capsule CRM with information about the Dropbox folder that was created

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization Options

• When creating a folder in Dropbox, freely set the folder name by combining information retrieved from Capsule CRM, such as the customer name, with any text you choose
• For the operation that updates Party information in Capsule CRM, create “Custom Fields” in Capsule CRM in advance and configure which information should be updated in each field

■Notes

• ‍‍Connect both Capsule CRM and Dropbox to Yoom.
• When using “Update Party” in Capsule CRM, create “Custom Fields” in advance and set the appropriate values for each field. For details, see the following information.
  Learn more about Custom Fields