What the Dropbox Integration Does:
- Connects your Dropbox account to Leadzier for file access and sync
- Lets you upload, store, and view files within each lead profile
- Supports contracts, job photos, estimates, invoices, and PDFs
- Keeps documents organized by lead, status, or campaign
- Optional two-way sync with Dropbox folders
Why It Matters:
Not every business uses Google Drive — and for Dropbox users, this integration keeps everything organized, accessible, and tied to your deals. No re-uploading, no broken links. Just clean file access, where you need it, when you need it.
Who It’s For:
- Investors who store contracts, property files, or signed docs in Dropbox
- Service pros managing photos, scope of work docs, and estimates
- Agencies with shared Dropbox folders across teams or clients
- Anyone using Dropbox as their default file storage system
How It Works:
- Step 1: Go to Settings → Integrations → Dropbox
- Step 2: Connect your Dropbox account securely
- Step 3: Choose which folder(s) to link to Leadzier
- Step 4: Upload or access files from inside each lead profile
- Step 5: Files stay organized in Dropbox and mirrored in Leadzier
Bonus Features:
- Auto-save signed documents, estimates, and invoices to Dropbox
- Organize files by campaign, zip code, or rep
- Preview PDFs and images inside the CRM without downloading
- Secure file access for teams with limited permissions
- Dropbox + DocuSign or Adobe Sign = full paperless close
