![]() ![]() ![]() Click the name of the individual record you'd like to associate the file to from the records landing page list.Sign into your Copper account, and click the record type you'd like to associate your file to from the left-hand menu.When your Dropbox account is set up, follow the steps below: You must create a Dropbox account before you can use the integration. Upload a file from Dropbox to a Copper record If you need to do this, the Dropbox integration is right for you! If a third party email client, the Dropbox integration is the only native integration for associating files to records.If Gmail, the Google Drive integration might be easier to work with because 1) You can upload both individual files and entire folders and 2) Google Drive docs are living docs that can be updated whereas Dropbox files are already saved as something not living, like a PDF.What email client are you using with Copper? There are a few things to consider about the Dropbox integration: Users can upload Dropbox files to the 'Files' section of a record:Īdmins can enable the integration for individual users by going to Settings > Account Settings > Company & Invite New Users. Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options! Understand the Dropbox integration ![]()
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