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Connect Capsule CRM and Dropbox integrations

Connect Capsule CRM and Dropbox with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Dropbox to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Capsule CRM
Dropbox
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Popular Capsule CRM and Dropbox workflows.

Looking to get more out of Capsule CRM and Dropbox? With Make you can visually integrate Capsule CRM and Dropbox into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

HubSpot CRM
Google Docs
Google Drive
Flow Control
Gmail
Dropbox
HubSpot - Google Docs - Dropbox Contract Management

Grab Contact information from HubSpot CRM, push it into a Google Doc Contract Template (we used this Google Doc in the scenario) upload the compiled Contract to a designated Dropbox folder and send it as an attachment via Gmail.

Build your Capsule CRM and Dropbox integrations.

Create custom Capsule CRM and Dropbox workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Dropbox
Copy a File or Folder

Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Dropbox
Create a File Request

Creates a file request.

Action
Dropbox
Create a Folder

Creates a new folder.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action

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