Integrating Salesforce and Dropbox through Bardeen.ai offers a powerful way to streamline your workflow and boost productivity. Salesforce, a leading cloud-based customer relationship management (CRM) platform, revolutionizes the way businesses manage interactions with their customers. It provides a central hub for storing, analyzing, and leveraging customer data. On the other hand, Dropbox is a renowned online file hosting service that lets you store files online, sync them across all your devices, and share them easily. By integrating Salesforce with Dropbox, you can easily save full-page PDF screenshots to Dropbox from website links in a Google Sheet, save labeled emails to Coda, including attachments stored on Dropbox, and much more. Try it here.

Combining these two platforms through Bardeen.ai allows you to automate repetitive tasks, thus freeing up more time for strategic tasks. For example, you can automate the process of copying all Salesforce opportunities to Google Sheets, saving you 20 minutes each time. You can also enrich and update a Salesforce lead's record with new information, saving you 15 minutes per task. Try this integration here.

Try popular Dropbox + Salesforce automations

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Qualify
LinkedIn commenters and save contacts to Salesforce
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Export
text from an image or PDF file in Dropbox to Google Sheets
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Extract
and Summarize text in a PDF file in Dropbox using OpenAI
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Create
a Trello card and attach current page as PDF using Dropbox, when I right-click
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Send
a Slack message, when a Zoom recording is uploaded to Dropbox
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Create
QR codes for a list of links in Google Sheets and save to Dropbox
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Qualify
a lead from Salesforce and create a Salesforce contact
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Save
full-page PDF screenshots to Dropbox from website links in a Google Sheet
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Save
labeled emails to Coda, including attachments stored on Dropbox
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search

How to integrate Dropbox + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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Salesforce
Dropbox
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Dropbox

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Loved by over 300k users

Bardeen saves me 7 hours per week! I highly recommend using Bardeen whether you are doing outreach on LinkedIn, Instagram, or Facebook.
Using Bardeen’s exceptional LinkedIn to Airtable playbook, I am able to save 6.5 hours per week. Usually, it would take me 3 minutes to export a contact, now it takes me 15 seconds. I found that Bardeen truly reinvented my workflow and I am able to focus more on actually building relationships rather than endless menial tasks!
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”

Available actions & triggers

Update Salesforce contact
Action
When a file is added or updated in Dropbox
Trigger
When a folder is added or renamed in Dropbox
Trigger
Create Salesforce account
Action
Create Salesforce lead
Action
When file is added to or modified in Dropbox
Trigger

Learn more about the apps

Integrate any app with Dropbox + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I use the Salesforce and Dropbox integration on my mobile/tablet?
How secure is the Salesforce and Dropbox integration through Bardeen.ai?
Can I share my Salesforce and Dropbox playbook with others?
Are Salesforce and Dropbox considered premium integrations in Bardeen.ai?
Can I run Salesforce and Dropbox integrations locally?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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