Key Features:
🔄 Two-Way File Sync: Seamlessly sync documents between Dropbox and SuiteCRM, ensuring both platforms stay up to date.
📎 Record-Based File Linking: Attach and organize Dropbox files under specific SuiteCRM records (Contacts, Leads, Accounts, Opportunities, etc.).
📁 Auto Folder Creation: Automatically create structured folders in Dropbox based on SuiteCRM modules or record names.
📂 In-CRM File Access: View and manage Dropbox files without leaving SuiteCRM, boosting productivity and ease of use.
🛡️ Secure File Handling: Leverage Dropbox’s robust security features and sharing permissions while maintaining CRM integration.
⚙️ Custom Module Support: Extend file syncing capabilities to any custom SuiteCRM module.
Benefits:
Centralizes all business-critical documents within the CRM environment
Enhances team collaboration with easy access to shared files
Reduces time spent switching between systems or uploading duplicate files
Keeps your document workflow organized and consistent
Enables remote access to key documents via Dropbox’s cloud storage
Use Cases:
Client contracts, proposals, and agreements
Project documentation
Legal and compliance record storage
Marketing assets linked to campaigns
Compatibility:
Supports SuiteCRM versions 7.x and 8.x. Fully compatible with Dropbox Basic, Plus, and Business accounts.
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