> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/web-version/integrations/dropbox.md).

# Dropbox

**Dropbox Integration Guide with Getfly CRM**

Dropbox is a cloud storage service that allows users to create a special folder on their computer that is automatically synchronized with a corresponding folder on Dropbox’s cloud. It is widely used by individuals and businesses worldwide to store important files, share them, and access data from anywhere.

## 1. **Integration Overview**

The integration between Getfly CRM and Dropbox is a two-way synchronization.

This integration allows users to:

Diversify their storage options.

Enjoy unlimited file size and format uploads (documents, customer files, task files, etc.).

Easily manage folders and files directly on Getfly: create/edit/delete folders; upload/edit/delete/preview files.

## 2. **How to Connect Dropbox**

### 2.1 **Integration Steps**

**Step 1:** Enable the integration in system settings\
Go to: Settings → Integration → Other Software Integration → click the Dropbox icon → select Connect

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**Step 2:**\
Once you click Connect, you’ll be redirected to the Dropbox login page via Getfly.\
Choose to sign in using your Google Account or Apple Account.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FQrBSVdhyGfogCW5HeJtQ%2Fimage.png?alt=media&amp;token=cb39ea98-9f5d-4ab9-be2f-e7966a41e7c5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fch6MwrGJHzv2FrSl763J%2Fimage.png?alt=media&amp;token=f09bf417-2c8e-4926-8fdd-64c32749a162" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F1cCQRfuFILCuX4UvjDHk%2Fimage.png?alt=media&amp;token=b9d2aa82-6713-47ac-8d6a-c3f11a565b8c" alt=""><figcaption></figcaption></figure>

**Step 3:**\
After signing in, the integration will be successfully established.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FZQdHkx7qcjeBTWjvT0Qx%2Fimage.png?alt=media&amp;token=671744dc-ca5a-43c0-8a28-2a01183f036b" alt=""><figcaption></figcaption></figure>

### 2.2 **Disconnecting Dropbox**

To disconnect Dropbox from Getfly:\
Go to Settings → Integration → Other Software Integration → click on the Dropbox icon → select Disconnect

## 3. **How to Upload Documents to Dropbox**

### 3.1 From the “Documents” Section

Navigate to Documents → Dropbox → click Add New → choose to Upload File or Create Folder.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FYTssHwj4GhsMAKKccAdR%2Fimage.png?alt=media&amp;token=0b1821ec-614c-4307-9b2f-70af140c945c" alt=""><figcaption></figcaption></figure>

Any file or folder created via Getfly in the Dropbox section will be automatically synced to your Dropbox account (under “My Activity”) — and vice versa.

### 3.2 **From Customer or Task Communication**

When adding attachments, click Attach File → select Upload from Dropbox → choose your file and click Send.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FVL7drranehZgXxb8p1q9%2Fimage.png?alt=media&amp;token=323fcbbb-9559-478f-b4e6-54fc8e820198" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FnxkzdMcH9puHu2xAtB8X%2Fimage.png?alt=media&amp;token=3d23e2e7-743d-4857-8906-210ff9928474" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F6SpBMtUtrAe9smgYoqH6%2Fimage.png?alt=media&amp;token=9abd6046-0f45-4433-a3d3-9c0ff6c1266c" alt=""><figcaption></figcaption></figure>

## 4. **Notes**

Only one Dropbox account can be integrated per Getfly system.

Permissions for viewing, uploading, editing, and deleting files/folders in Dropbox on Getfly are managed via the File Management permission.

## 5. **Activity Logs**

To review your Dropbox activity logs:\
Go to the "i" Logs section.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fk7vHQQIMcNKR7yIpYFU5%2Fimage.png?alt=media&amp;token=c0f1875b-4218-4abe-94e4-6ceb805eb7ab" alt=""><figcaption></figcaption></figure>

The following actions are recorded:

Folders: Created, renamed, deleted

Files: Renamed, deleted

Only users with File Management permission can perform create/edit/delete actions.