Dropbox for Pipeliner CRM – Document Collaboration Made Easy!

Dropbox for Pipeliner CRM makes managing documents and files as easy as point and click. Create your CRM dropbox!

About DropBox

Dropbox is a free service that allows you to store all your files in the Cloud and easily access them with any device, anywhere.

With the Dropbox for Pipeliner CRM integration, you not only have all your files — attached appropriately to any Lead, Contact, Account or Opportunity record — but also the ability to collaborate with your sales team on documents.

Key Features

Pipeliner to Dropbox Integration Options

  • Document your sales best practices to drive your sales effort.
  • Share and collaborate on documents with your team using Dropbox.
  • Attach your files with just a few clicks to any Lead, Opportunity, Contact, or Account in Pipeliner CRM.
  • Add your sales best practices to any of the steps in your sales pipeline. Attach Dropbox files directly into a specific sales step for any of your opportunities to effective organize sales documents according to your sales process.
  • Work both online and off using the Dropbox App for Mac, Windows PC, and tablet devices.
  • FREE of charge with your Pipeliner CRM account.
Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed as part of Pipeliner CRM application.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.