FAQ - Zoho CRM 2 Dropbox

FAQ - Zoho CRM 2 Dropbox

Q1. What are the basic requirements for this extension?

To use the Zoho CRM 2 Dropbox extension, you need to have -
  1. an active Zoho CRM account 
  2. An active Dropbox account

Q2. Can I try Zoho CRM 2 Dropbox before purchasing it?

Of course, you can. We offer a 10-day FREE trial with this extension to evaluate its features and make a better judgment yourself.

Sign up and claim your trial now.

Q3. What are the features of Zoho CRM 2 Dropbox?

The basic features of this extension are -
  1. Browse and share (new and existing) files and folders created in Dropbox from Zoho CRM.
  2. Save, upload, create, edit, arrange, or delete Dropbox files and folders directly from Zoho CRM. 
  3. Sync files and folders between Zoho CRM and Dropbox bidirectionally.
  4. Select your preferred location to integrate records of your CRM Leads and Deals modules in Dropbox. Files and folders will remain intact after converting leads to deals.

Q4. What does this extension do?

The Zoho CRM 2 Dropbox extension will generate a bidirectional synchronization between Zoho CRM and Dropbox. All the files and folders in your Leads and Deals module will be synced to your Dropbox account. And everything will be arranged according to a hierarchy. You will be able to upload, create, edit, and delete files and folders directly from your CRM. As a result, you can easily access important files from your Dropbox.


Find out more here.

Q5. How do I install the plugin?

Please follow our detailed installation guide here. For any further assistance, email us at help@saasplugin.com.au

Q6. I've installed the plugin, does it still require any configuration?

Yes! This plugin requires additional configuration to establish a connection between Zoho CRM and Dropbox. See our detailed setup guide here.

Q7. I've installed the plugin but how do I use it?

Please follow our user guide here.

Q8. What is the process of getting help if I face any problem while using the extension?

For any further help or assistance, you can reach us at help@saasplugin.com.au

Q9. Will support cost us?

No, it is completely free of cost.

Q10. Can we get free support during the trial?

There is no cost needed for extension-related support at all. You can reach us whenever you need us at help@saasplugin.com.au

Q11. Do I need to worry about CRM version compatibility?

The Zoho CRM 2 Dropbox extension is compatible with the following CRM versions 

  1. Professional
  2. Enterprise
  3. CRM Plus
  4. Zoho One
  5. Ultimate

Q12. Why is Zoho CRM not connecting to Dropbox?

This can be the result of an incorrect API URL or API Key that was copied into the settings during the setup process. Check that there are no spaces in the API URL and the API Key fields when copying them into the extension settings.

Q13. How much does the extension cost?  

The Zoho CRM 2 Dropbox extension can increase your work productivity for $20 USD/month/organization


Also, we offer a 10% discount on yearly subscriptions and it comes to $216 USD only for the whole year.

Q14. How do I cancel my subscription plan?

The cancellation process is very simple. Please check this article.



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