Install & Setup
1. Find and install the plugin
Inside your CRM, click on the Settings icon Then, go to - Marketplace >> All You will land on the “ALL Extensions” tab. Type in “Zoho CRM 2 Dropbox” in the search box Agree to the Terms of Services & Data access Choose “Install for all users” and ...
2. Dropbox Module Settings (Authorizing the widget)
Once the installation is complete, the next step is to connect your Zoho CRM to your Dropbox by authorizing the widget. Click on “Dropbox Settings” from the menu panel. Click the “Authorize Dropbox” button. Once the button is clicked, the browser ...
3. Folder Settings
Please Note - The Folder Settings can only be accessed by the Super Admin and Admin. Inside the Folder Settings, you can see - Dropbox folder location for the Deals and Leads module. Click the “Edit Hierarchy Folder Settings” to create folders for ...