Salestrekker offers a one-way Dropbox integration. Files saved in Salestrekker can be automatically (or manually) added to a specific Dropbox folder.
Dropbox is 'cloud' based data storage solution used widely for business and personal purposes.
Integration Steps
Go to Settings > 3rd party integrations > Dropbox will be listed under Personal integrations with 3rd party applications section.
To activate the integration, turn the switch to "on" position (dark gray).
If you are not already logged in to your Dropbox account, you will next be required to do so in order to proceed
This action will then redirect you to a confirmation page where you give consent to proceed with connecting the two accounts
Final step is to allow Salestrekker the connection
After completing the last step, you are redirected back to your Salestrekker account. Dropbox icon will show in color and have the switch in "on" position if connection was successful.
Adding Files Manually
In a deal go to Documents tab
Select files (checkbox on the left)
Click on Dropbox icon (top right corner)
Select Upload to Dropbox option
Dialog window will come up where you can select a folder you want to upload to
Once a folder is selected, confirm the action with Upload to Folder button
All selected documents will then copy over to your Dropbox account
Note: Maximum file size for upload is 256MB and it is recommended to select maximum 10 files per upload.
Dialog window can load first 1000 files and folders by date of creation. If you cannot see the folder you wish to upload to, best action is to open your Dropbox account > move the folder to one you see on the Salestrekker dialog window > go back to the deal > you will now be able to find your folder > select it and upload the files.
Users can also Delete an existing file or folder (a) or Create a new folder (b) from the dialog window.
Note: The Delete action does not fully remove your files or folders from Dropbox. Items deleted from Dropbox are kept in the Deleted Files tab for 30 days. These items can be restored before then, or you can permanently delete them.
Adding Files Automatically (Sync Deal with Dropbox)
Once deal is created, all files can be synced with a specific folder in Dropbox.
Click on Dropbox icon
Select Sync with Dropbox option in dropdown
Choose the folder where all files should be syncing to
Confirm selection with Sync Folder button
All new files will now automatically sync with this folder.
Note: Files added to deal prior to this will not be synced automatically. To copy those files to your Dropbox, please use Upload option.
Shared folders will not be listed for sync.
To stop syncing files from a deal, simply select Stop Syncing with Dropbox option under Dropbox icon.
If you wish to sync more folders with your deal, Open Dropbox option opens the integration dialog window from where you can choose a different folder to sync or create a new one.
All previously synced folders for that deal will have the green Synced label next to the folder name in the dialog window.
Disconnect Dropbox integration by switching 'off' integration in Settings > 3rd party applications tab. When off, integration icon and toggle will be light gray.
We offer integration with two more popular file storage and synchronisation services, Google Drive and Microsoft One Drive.