Can I filter which lead documents are saved?

Definitely. Specify the criteria for which lead documents should be saved, such as those from certain industries or regions, and DryMerge will filter accordingly.

Could this work with OneDrive instead of Dropbox?

Yes, you can use OneDrive instead of Dropbox. Describe the necessary changes, and DryMerge will configure the automation accordingly.

Who typically uses this automation?

This automation is useful for marketing teams and sales representatives who need to efficiently manage and access lead documentation.

Home Contact Pricing Apps Blog

Dropbox + Salesforce

Save New Salesforce Lead Documents to Dropbox

Streamline your lead management by saving documents related to new leads from Salesforce directly into Dropbox, ensuring all team members have access to the latest information.

New Salesforce Lead

Triggers when a new lead is created.

Save Lead Documents

Saves documents related to the lead to Dropbox.

See more Dropbox to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Save New Salesforce Contracts to Dropbox

Dropbox + Salesforce

Upload Salesforce Task Attachments to Dropbox

Dropbox + Salesforce

Upload Salesforce Quotes to Dropbox

Dropbox + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save new Salesforce lead documents to Dropbox"

Save new Salesforce lead documents to Dropbox

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Dropbox + Salesforce.

Create Folder

Creates a new folder in Dropbox

Upload File

Uploads a file to Dropbox

Move File

Moves a file or folder in Dropbox

Create Shared Link

Creates a shared link for a Dropbox file or folder

Rename File

Renames a file or folder in Dropbox

Search Dropbox

Searches for files and folders in Dropbox

List Files

Lists files in a Dropbox folder

List Folders

Lists folders in Dropbox

New Dropbox Folder

Triggers when a new folder is created in Dropbox

New Dropbox File

Triggers when a new file is added to Dropbox

Updated Dropbox File

Triggers when an existing file is updated in Dropbox

Create Contact

Creates a new contact in Salesforce

App details

Dropbox

Dropbox is a cloud storage and file synchronization service. Store, share, and collaborate on files and folders, and automate file management tasks to improve team productivity.