# 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="/files/GNg3CPBMGT7UQVIDiN4c" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/F0Uur5dalRm0RtFKjM83" 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="/files/84ZG0NRgX3la6Kx0MvJZ" 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="/files/1z1qYh4qLypQUde4VZux" alt=""><figcaption></figcaption></figure>

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## 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="/files/Ysq0XircD33MEElWjUVF" 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.


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