Simply click on it and choose Dropbox as the source of the document. When you open a lead, at the right you have a button that says "add attachments". How to attach Dropbox documents to leads & comments? How to connect your Dropbox account to your no crm.io account?ĭropbox is one of our native integrations. Thanks to this connection, any sales person can quickly and easily attach their Dropbox files to their leads, without wasting any time, thus streamlining their sales process. Thus, in order to enable our users to have all the files related to a lead easily accessible to them, regardless of their size, we’ve enabled our customers to connect their lead management system to Dropbox. When managing their sales, salespeople need to be able to attach important documents to leads, such as invoices, PowerPoint presentations, proposals, quotes…, and some files can be extremely heavy so not only can it take a long time to upload them, but also certain files can’t be uploaded at all.
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