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

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.

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

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.

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.

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.

The following actions are recorded:

Folders: Created, renamed, deleted

Files: Renamed, deleted

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