Dropbox integration

Dan_69734
Dan_69734 Member Posts: 8 VERIFIED MEMBER
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edited January 24 in Ideas and Product Feedback #1

Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)

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  • David Gurr (Make.com)
    David Gurr (Make.com) Member Posts: 65 VERIFIED MEMBER
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    "Integration" covers a multitude of use-cases and requirements, especially between solutions as wide-ranging as Pipedrive and Dropbox.

    Every user will have different needs and requirements, so a single 1:1 direct integration is a big ask.

    The best solution is to use an workflow automation solution like Make (https://www.make.com). It's a highly visual workflow automation solution with pre-built connectors for over 1,500 services, including Pipedrive and Dropbox, covering pretty much all of the available API endpoints.

    Make allows you to build your own workflows (in either direction) including if-then-else business logic and processing of arrays (like line items), iteration and aggregation - all without writing a single line of code.

  • Michael Tomar
    Michael Tomar Member Posts: 18 VERIFIED MEMBER
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    Pipedrive and Dropbox integration isn’t native yet, but you can connect them via automation tools to sync files and records. Skyvia is an option to streamline data syncing and automate workflows between the two platforms.

  • Dan_69734
    Dan_69734 Member Posts: 8 VERIFIED MEMBER
    Second Anniversary 5 Up Votes First Comment Photogenic

    Thanks, will look at Skyvia. Would be good to know if Pipedrive has Dropbox on its feature horizon.

  • mac@datomni.com
    mac@datomni.com Member Posts: 36 VERIFIED MEMBER
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    edited January 24 #5

    Hey @Dan_69734
    What exactly do you want to do with Dropbox? Sync files to deals?
    Please share a use case so I can suggest options.

  • Dan_69734
    Dan_69734 Member Posts: 8 VERIFIED MEMBER
    Second Anniversary 5 Up Votes First Comment Photogenic

    Hi, we'd like to be sync Dropbox folders / files to deals and attach files to emails. Thanks.

  • Dan_69734
    Dan_69734 Member Posts: 8 VERIFIED MEMBER
    Second Anniversary 5 Up Votes First Comment Photogenic

    Looks like Skyvia only automates CSV data? Tried Make but it seemed too complicated for what we wanted to do.

  • mac@datomni.com
    mac@datomni.com Member Posts: 36 VERIFIED MEMBER
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    @Dan_69734 That’s an interesting use case. We don’t have it in our implementation bundle[1] though. Happy to build a Proof of Concept. No need for Zapier, Make, or third-party tools IMO—raw Dropbox API <> Pipedrive API should work better. Ping me via email if you’d like us to kick off the PoC. Thanks!

    [1]

    https://www.datomni.com/services/pipedrive-implementation