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15 Best CRM Integrations for Dropbox Business

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Dropbox Business is a cloud-based file storage and sharing platform that helps teams collaborate and work more efficiently. With Dropbox Business, you can access your files from any device, sync them across multiple devices, and share them with anyone, even if they don’t have a Dropbox account.

But Dropbox Business is not just a file storage solution. It can also integrate with various CRM (customer relationship management) tools to enhance your sales and marketing efforts. CRM integrations allow you to link your Dropbox files with your contacts, leads, opportunities, campaigns, and more. You can also automate workflows, track activities, generate reports, and get insights from your data. In this article, we will explore 15 of the best CRM integrations for Dropbox Business that can help you streamline your business processes and boost your productivity. Whether you need a simple CRM, a powerful CRM, or a specialized CRM for your industry, you will find an integration that suits your needs. Let’s get started!

Here are our picks for the top 3 CRM for integrating with Dropbox Business:

  1. Best overall: CostaRica CRM
  2. Best for project management: Clickup
  3. Best for Cloud-based organization & collaboration tool: Airtable

Now, let us explain which CRM you should choose and why. The Top ten CRMs, according to us are these. 

  1. CostaRica CRM

If you are a business owner, you know how important it is to manage your projects, clients, and resources efficiently. You need a tool that can help you streamline your workflows, communicate with your team and customers, and track your progress and results. That’s why you need CostaRica CRM, the best overall CRM software for your industry.

CostaRica CRM is a cloud-based CRM solution that allows you to optimize your resources and build better relationships with your clients. It is based on the versatile vTiger CRM, which has been used by more than 300,000 businesses worldwide to deliver outstanding customer experiences.

Here are some of the features:

  • Compliance with regulations 
  • Integration with payment gateways and accounting systems
  • Customization of workflows and fields according to your business model
  • Lead generation and nurturing from multiple sources
  • Document sharing and analysis for contracts and proposals
  • Customer retention and satisfaction



CostaRica CRM offers various packages at different price points. You may contact for more information about their services.

The best part about the pricing is that you only pay for how much you need.

A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Clickup 

ClickUp is an incredibly versatile solution for startups, serving both as a project management software and a powerful CRM tool. With ClickUp, startups can efficiently manage their contacts, customers, and deals all in one centralized platform. This allows for seamless tracking of every step in the sales process and enables startups to analyze valuable data to make informed business decisions.

ClickUp has various features which can foster the growth of startups. It can help startups build stronger customer relationships, streamline their processes, automate their workflows, and scale their growth.

Here are some of the features:

  • Flexible CRM views
  • Dashboards
  • Custom Statuses
  • Custom Fields
  • ClickUp for Startups Program

Rating: 4.7/5 (G2 Rating)


The pricing of ClickUp for Startups is based on the number of users and the duration of the subscription. There is a $3,000 credit which can be used to pay for any plan, but the Enterprise plan is recommended for startups who want to access all the features. The Enterprise plan costs $9 per user per month when billed monthly, or $19 per user per month when billed annually.

It offers a one-size-fits-all solution to all types of users.Clean interface and high out-of-the-box usability.It has a hub where teams can come together to plan and organize. It has a steep learning curve for using it efficiently. It lacks a project message board.The app is reported to be glitchy on Android.
  1. Airtable

Airtable CRM is a powerful and flexible platform that can help you organize and manage your data and workflows. By integrating it with Dropbox, you can also leverage the benefits of cloud storage and sharing for your files. And by using Zapier, you can easily connect Airtable and Dropbox with other apps and services that can enhance your productivity and collaboration.

Here are some of its features:

  • Real-time database
  • Pre-made templates for easy setup and use
  • Customizable features for task management
  • Real-time collaboration and communication
  • Data sync
  • Collaborative workspace 

Rating: 4.6/5 (G2 Rating)


Airtable offers a free plan with basic features. The Plus plan costs $10/user/month and the Pro plan costs $20/user/month, both billed annually. Discounts are available for qualifying students, educators, and non-profit institutions.

Multiple views for the same base.Offers apps, automation, and integrations.Cost depends on usage.Permissioning is not as customizable as everything else on Airtable.Automation and integrations are limited.User and row-based pricing work against scalability.
  1. Zoho CRM 

Zoho CRM can assure you of reliability and consistency. They are dominant in the CRM industry and garnered the trust of 1000s of companies over the years. You can not go wrong when picking Zoho CRM but their shortcoming is that they are too huge to personally cater for you and as a small-sized startup, that can be a hassle for you. 

Zoho is a cheap CRM for startups, with a free plan for up to three users and paid options starting at $14 per user, monthly. It also has customization options for tailoring data fields, modules, pages, tabs, and layouts to your specific operation.

Here are some of the features:

  • Canvas
  • CommandCenter
  • Zia AI
  • SalesInbox
  • SalesSignals

Rating: 4.0/5 (G2 Rating)


Zoho CRM has five pricing editions, ranging from $0 to $52 per user per month, depending on the features and functionalities you need for your startup. You can also try Zoho CRM for free for 15 days before you buy a plan.

They offer a free plan that includes basic features.It has over 500 extensions available that let you integrate with other apps.It has a clean smartphone interface for mobile CRM AI features are only available on the top-tier plansReporting can be improved, as some users have reported that it is not very user-friendly or customizable.Customer support can be inconsistent, as some users have experienced delays or unresponsiveness from the support team.
  1. Zendesk

Zendesk CRM is a customer relationship management software that helps you manage your sales pipeline, track your interactions, and close more deals. With Zendesk CRM, you can also integrate with Dropbox to access and share your files without leaving the app.

By incorporating these tools into your workflow, you can greatly boost your productivity but also create a seamless experience for your customers.

Here are some of its features:

  • Call tracking and recording
  • Email tracking
  • Calendar integration
  • Fully-featured mobile CRM
  • Apps and integrations (pre-built)
  • Pre-built sales dashboards
  • Onboarding and adoption resources

Rating: 4.3/5 (G2 Rating)


Zendesk Sell offers four different pricing plans: Starter ($45 per seat, per month), Professional ($95 per seat, per month), Enterprise ($145 per seat, per month), and Elite (custom pricing).

Lead scoring and lead management, pipeline management and pipeline visibility.Great pricing options. Integration with Zendesk support for an end-to-end customer experience.Limited sales features It is on the expensive side of the sales CRM spectrum while not offering much to make up for it.Lacking customization options.
  1. Smartsheet 

Smartsheet is a flexible CRM which is easy to use and can integrate with your Dropbox files. It is also a  cloud-based platform that can help you manage your sales pipelines, track your leads and clients, and automate your reminders and workflows.

With Smartsheet CRM for Dropbox, you can also seamlessly attach any files stored in Dropbox to your Smartsheet projects, keeping everything organized and up-to-date in one place.

Here are some of its features:

  • Integrations
  • Templates
  • Workflows
  • Dashboards
  • Views
  • Project management
  • Collaboration tools and sharing
  • Reports 

Rating: 4.4/5 (G2 Rating)


Smartsheet offers a free plan with basic features. The Pro plan costs $7/user/month and the Business plan costs $25/user/month, both billed annually.

Endlessly customizable and quite powerful.Offers automation, input from web forms, proofing, and approvals.Powerful analytics and reporting tools.Robust data protection and compliance.Requires companion software with added fees for time-tracking, budgeting, and resource management.Steep learning curve.Pages don’t update in real time.
  1. Bitrix24

It’s a comprehensive online workspace that brings together all the essential tools like CRM, tasks, online meetings, and more. With Bitrix24, you can streamline your workflow and have everything you need in one convenient system.

Bitrix24 offers a Startup Initiative program, which grants startups the opportunity to receive a substantial boost in production and collaboration. Get started for absolutely free and enjoy the perks of unlimited users and a generous 5GB of online storage. Alternatively, you can opt for a paid plan tailored to meet your specific requirements.

Here are some of the features:

  • Automate your text campaigns 
  • Track and measure your text performance
  • Choose your preferred SMS service
  • Integrate with other tools

Rating:  4.0/5 (G2 Rating)


Bitrix24 is a software with various tools for business. It has cloud and on-premise plans with different prices and features. You can use it for free or pay a monthly or one-time fee. You can also try it for 15 days before buying.

Wide range of features, such as tasks, CRM, Drive, online store, and website builder.Strong lead management and help desk tools.Notifications to keep the whole team updated.Unlimited free trial.Huge opportunities for customization and integration with other services.Complex user interface.Difficult to learn how to use.More expensive than leading competitors.Poor document sharing between users and unreliable syncing of files.Limited customization options for the website builder.
  1. Pipedrive

Pipedrive is a powerful CRM software designed for large enterprises that need to manage complex sales processes and teams. It helps you to streamline your pipeline, automate your tasks, and track your performance with ease. 

Pipedrive has a user-friendly interface that lets you see your entire sales cycle at a glance. You can also customize your stages, fields, filters, and reports to suit your specific needs. Pipedrive’s advanced features include revenue forecasting, workflow automation, email integration, web forms, a chatbot, and more. You can also connect Pipedrive with over 300 apps and integrations to enhance your productivity and collaboration.

Here are some of the features:

  • Lead management
  • Sales forecasting
  • Marketing automation
  • Opportunity management
  • Custom reports

Rating: 4.2/5 (G2 Rating)


Pipedrive offers four pricing plans: Essential ($14.90/user/month), Advanced ($24.90/user/month), Professional ($49.90/user/month), and Enterprise ($99/user/month). Each plan builds upon the previous one and includes additional features to meet diverse business needs.

Easy to use and learnUser-friendly and visual interfacePipelines are easy to navigateIt only offers CRM software, not other aspects of business like marketingAverage customer supportNot as robust as other CRM providers for larger companies
  1. Freshdesk

The Freshdesk CRM for Dropbox integration is a handy tool that can enhance your customer service and communication by allowing easy and simple file sharing between your helpdesk and your cloud storage. It can also improve your customer satisfaction by enabling them to share files with you more conveniently and securely. 

Here are some of its features:

  • Omnichannel help desk
  • Team collaboration
  • Artificial intelligence (AI)
  • Multi-channel communication management
  • Self-service support portal
  • Ticketing 
  • Team inbox
  • Agent collision detection

Rating: 4.4/5 (G2 Rating)


They have a free plan that allows up to 10 agents to get started for free. For growing businesses, they offer the Growth plan which costs $15 per agent per month when billed annually or $18 per agent per month when billed monthly. For businesses that require advanced automation for high performance, they offer the Pro plan which costs $49 per agent per month when billed annually or $59 per agent per month when billed monthly.

Very easy to use.Integrated ticketing, chat, and phone support.Includes automation and chatbots.Expensive, especially for chatbots.Advanced reports have a steep learning curve.
  1. Nimble

Nimble plays nice with all your favorite tools, like Gmail, Outlook, Office 365, Facebook, Twitter, LinkedIn, and more. It’s like having a best friend who knows everyone at the party and can introduce you to all the right people.

You don’t have to hunt for scattered information or frantically search through endless tabs and platforms. Nimble swoops in like a superhero, gathering all your customer data in one place, ready to save the day.

Here are some of the features:

  • Contact management
  • Segmentation
  • Pipeline management
  • Nimble Prospector
  • Today Page
  • Task management and workflows
  • Mobile application

Rating: 4.5/5 (G2 Rating)


Nimble CRM offers a simple pricing structure with just one plan available, the Business plan. This plan costs $29.90 per user/month if you pay monthly, or $24.90 per user/month if you pay upfront for a year. They also offer a 14-day free trial with no credit card required 

Simplifies social media.Offers lots of integration options.Provides quick support.No Facebook message integration.No email tracking.
  1. ActiveCampaign

ActiveCampaign CRM is a cloud-based platform that combines email marketing, marketing automation and CRM tools in one powerful solution.

ActiveCampaign CRM is not just a contact management system, but a sales automation and engagement platform that helps you create incredible customer experiences.

Here are some of the features:

  • Marketing automation
  • Built-in integrations
  • Conditional email content
  • Onsite/In-app contact tracking
  • Contact location/travel tracking
  • Drag-and-drop email designer
  • Newsletters
  • Smart autoresponders

Rating: 4.5/5 (G2 Rating)


ActiveCampaign offers several pricing plans for their marketing platform, including Lite for $15/month (up to 500 contacts), Plus for $70/month (up to 1,000 contacts), Professional for $159/month (up to 2,500 contacts), and Enterprise for $279/month (up to 2,500 contacts).

Powerful automation.You get reports in all areas, including geo-tracking.They offer free migration.The platform can be very pricey if you have a large number of contacts.No phone support for Lite or Plus plans.Lacks landing page creation.
  1. Caspio

Caspio is a no-code development platform that allows you to create online database applications without coding.

You can use Caspio’s Web Services API to integrate your Caspio database with Dropbox, or you can use third-party tools like Zapier or Integromat to automate workflows between the two apps. Caspio offers a range of features such as visual app builder, data security, scalability, reporting and more.

Here are some of the features:

  • Unlimited users
  • Massive scalability
  • Fast performance
  • Professional web apps
  • Deploy anywhere
  • Cloud integrations.
  • Maximum security
  • No code

Rating: 4.4/5 (G2 Rating)


Caspio offers several pricing plans for their CRM software, including a Free plan for light usage, Explore plan for $127.50/month (billed annually), Build plan for $255/month (billed annually), Grow plan for $510/month (billed annually), and a Corporate plan which you will have to contact them.

Users have reported that the customer service is wonderful.It is an easy application to get up to speed on and provides so many benefits.Users were able to build a secure database that provides plausible information.When there is no network connectivity, users end up frustrated with the platform.
  1. HoneyBook

HoneyBook is a CRM software that helps small businesses manage their clients, projects, contracts, invoices, and payments. 

To use Dropbox and HoneyBook, you need to have accounts on HoneyBook, Dropbox, and Zapier. You can sign up for free trials on their websites. Then, you can follow the instructions on Zapier to set up the triggers and actions that you want. You can also customize the integrations to suit your needs.

Here are some of the features:

  • Streamlines and semi-automates sales and service processes.
  • Keeps all clients, paperwork, and communication in one place.
  • Mobile app is available.
  • Updates monthly with new features.
  • Better customer experience.
  • Quick & easy booking.
  • Automated workflows.
  • Job scheduling.
  • Valuable data insights

Rating: 4.5/5 (G2 Rating)


HoneyBook offers 3 pricing plans for their CRM software. The Starter Plan costs $19 per month or can be billed annually at $16 per month. The Essentials Plan costs $39 per month or can be billed annually at $32 per month. The Premium Plan costs $79 per month or can be billed annually at $66 per month.

Friendly and user-focused approach.Easy onboarding service.Great support.Dynamic pipeline-focused system.Integration of business management, invoicing, automation, and payments.May cost more than other small business CRMs.May not suit larger businesses or teams.Limited integrations.
  1. Salesforce Sales Cloud

Salesforce, now known as Salesforce Platform, is a powerful CRM software ideal for any type of business. It has a great dashboard that allows you to access contact management, reports, emails, phone calls, and other services. There are also mobile applications if the web-based interface isn’t enough. 

With the integration of Dropbox and Salesforce, small businesses can collaborate on files of all types and sizes, review, edit, and share content internally and to customers without leaving Salesforce. 

Here are some of the features:

  • Sync your Dropbox content 
  • Collaborate across teams.
  • Share Dropbox content securely with customers.
  • Easy setup and familiar tools

Rating: 4.3/5 (G2 Rating)


The pricing of Salesforce CRM depends on the solution and edition you choose, and it ranges from $25 user/month to $300 user/month for Sales Cloud and Service Cloud, and $1,250 month/account for Marketing Cloud Account Engagement.

It is a cloud-based platform that requires fewer IT resources to set up and maintain.They offer products and features for various business needs and industries, such as sales, customer service, marketing, analytics, and more.Provides various channels and resources for customer support.It is more expensive than some of its competitors.It is a powerful but complicated platform that may require a steep learning curve.It has a user interface that may not be very intuitive or user-friendly for some users.
  1. Salesflare

Salesflare is another customer relationship management platform that offers a range of functionalities to build and maintain better customer relationships.

This powerful cloud-based customer relationship management software is specifically designed to revolutionize and optimize sales processes for businesses. With its advanced features and intuitive interface, it efficiently streamlines operations, boosting productivity and driving significant growth. 

Here are some of the features:

  • Automation capabilities that save time and improve efficiency.
  • An intuitive and user-friendly interface.
  • Comprehensive lead and pipeline management.
  • Contact and task management tools.
  • Email integration.
  • Affordable pricing plans.
  • Good customer support and onboarding process.
  • Highly customizable

Rating: 4.8/5 (G2 Rating)


Salesflare offers a paid version starting at $29.00/month. They do not have a free version but do offer a free trial. They have three pricing plans: Growth, Pro, and Enterprise. The prices are $29, $35, and $49 per user/month for Growth, Pro, and the Enterprise Plans respectively. 

It has great automation capabilities.An intuitive and user-friendly interface.A comprehensive lead and pipeline.It may lack compatibility with other sales-based software.Additionally, some users have reported that it lacks a proper email sequence/drip functionality.

What CRM software is best for Dropbox Business?

There is no definitive answer to that question, as different CRM software may suit different businesses depending on their size, industry, budget, and goals. If we had to choose one, we’d definitely recommend CostaRica CRM (visit our homepage here for some virtual sunshine). It’s so convenient because you only pay for the features you actually use. So don’t waste any time and get in touch with us as soon as possible. We’ll be waiting!

How can CRM help in Dropbox Business?

CRM can help in Dropbox Business by allowing you to store, share, and sign documents with your customers more easily and securely. Here are some ways CRM can help in Dropbox Business:

  • You are able to integrate Dropbox with popular CRM platforms to access and update your customer data and documents from one place.
  • You can use Dropbox Sign to request or add unlimited legally binding signature requests to documents stored within a seamless Dropbox workflow. This can help you close deals faster and reduce paperwork.
  • Lastly, you can also use Dropbox and DocSend to track how your customers engage with your proposals, contracts, and presentations.

What are the top features every Business Solution software for Large Enterprises should have?

Business solution software for large enterprises are designed to help them manage and optimize their complex and diverse operations, such as sales, marketing, finance, human resources, customer service, supply chain, and more. Depending on the specific needs and goals of each enterprise, the features of such software may vary. However, some of the common and essential features that every business solution software for large enterprises should have are:

  • Scalability: The software should be able to handle the growth and expansion of the enterprise, both in terms of data volume and user base. Being able to adapt to changing business requirements and environments without compromising performance or functionality is also a must.
  • Integration: The software should be able to connect and communicate with other systems and applications that the enterprise uses, such as ERP, CRM, BI, accounting, e-commerce, etc. This will enable data sharing, workflow automation, and cross-functional collaboration across the enterprise.
  • Security: The software should provide robust and reliable protection for the enterprise’s data and assets, both in transit and at rest. It should also comply with relevant regulations and standards, such as GDPR, PCI DSS, ISO 27001, etc. It is also a plus that the software offers backup and recovery options in case of disasters or emergencies.
  • Analytics: The software should provide powerful and actionable insights into the enterprise’s performance, processes, customers, markets, competitors, and more. It should also offer customizable dashboards, reports, and visualizations that can help the enterprise make informed and data-driven decisions.
  • User-friendliness: The software should be easy to use and navigate for all types of users, from executives to employees to customers. The software should also have a responsive and intuitive design that works well on different devices and platforms.

These are some of the top features that every business solution software for large enterprises should have. Of course, there may be other features that are specific to certain industries or functions that the enterprise may need as well. 

What are the advantages of using CRM in Dropbox Business?

Some of the advantages and disadvantages of using CRM in Dropbox Business are:

  • Share any file or folder easily with your customers and get notified of any changes they make.
  • Store and organize your folders in Dropbox and access them from any device.
  • Sync your devices and keep your files up to date across all your platforms.
  • Secure your data in Dropbox with encryption, password protection, link expiration, and folder permissions.
  • Connect remote teams and collaborate on cloud content with Dropbox Paper, Google Docs, Sheets, Slides, and Microsoft Office files.

What are the disadvantages of using CRM in Dropbox Business?

Here are some of the disadvantages:

  • You may face compatibility issues with some CRM platforms that are not integrated with Dropbox.
  • You may have limited storage space depending on your plan and the number of users.
  • You may experience slow syncing or uploading if you have a poor internet connection or a large number of files.
  • You may have security risks if you lose your device or share your password with unauthorized people.

What is the role of CRM for Dropbox Business?

The role of CRM for Dropbox Business is to help sales professionals manage and optimize their customer relationships, from prospecting to closing to retention. CRM software can integrate with Dropbox Business to enable sales professionals to:

  • Store and share files with customers: Sales professionals can use Dropbox Business to attach files, such as proposals, contracts, invoices, presentations, etc., to their CRM records.
  • Streamline the sales cycle: Sales professionals can use CRM software to automate tasks, such as sending emails, scheduling calls, creating reminders, etc., based on triggers and workflows.
  • Enhance customer experience: Sales professionals can use CRM software to gain insights into their customers’ needs, preferences, behaviors, and satisfaction. They can also use CRM software to segment their customers, personalize their communication, and tailor their offers.

How much does a CRM for DropBox Business cost?

The cost of CRM for Dropbox Business depends on your chosen plan and the number of users you have. They are divided into different tiers which can cost from $14 to $300. If you are a huge company, you can directly contact the CRM company of your choice to get a custom quote. The different tiers can be classified as Free, Low-cost, Mid-range, and High-end.

You can visit here, to get your custom quote no matter the size of your company. 

Which is the best CRM software for beginners with Dropbox Business?

There is no definitive answer to that question, as different CRM software may suit different beginners depending on their budget, industry, goals, and preferences. We (CostaRica CRM) can give you a headstart in integrating your Dropbox into your business and we have all the ingredients to be the best CRM. We provide

  • Custom quotes
  • Incredible customer service
  • Integrating with various 3rd party apps
  • Workflow automation

As a beginner, these features are crucial as they can get you up to speed and to be competitive in your market. 

Which CRM Software Has Dropbox Business for Intermediate?

Again, there is no definitive answer to this question as the goals of each business vary. Salesforce CRM is trusted by millions and can be the go-to move for intermediates.  Salesforce also has a large ecosystem of apps and partners that can extend its functionality.

Which CRM Software Has Dropbox Business for Experts?

A CRM as powerful as Hubspot can be suitable for experts. Why? Because you can also use HubSpot to create landing pages, email campaigns, webinars, blogs, and more.  HubSpot is suitable for intermediate and expert users who need a marketing-oriented CRM solution

How to troubleshoot CRM for Dropbox?

Troubleshooting CRM for Dropbox can depend on the specific CRM software you are using and the type of issue you are facing. However, here are some general steps you can try to resolve common problems:

  • Check your internet connection: Make sure you have a stable and fast internet connection to sync your files and data between Dropbox and your CRM software. If your connection is slow or interrupted, you may experience delays or errors in syncing.
  • Check your integration settings: Make sure you have configured your integration settings correctly and granted the necessary permissions for Dropbox and your CRM software to access each other’s data. You can usually find these settings in your CRM software’s app marketplace or settings menu.
  • Check your file formats and sizes: Make sure the files you are trying to sync or share are supported by both Dropbox and your CRM software. Some file formats or sizes may not be compatible or may cause issues in syncing or viewing.
  • Check for updates: Make sure you have the latest version of Dropbox and your CRM software installed on your devices. Updates can fix bugs, improve performance, and add new features that can enhance your integration
  • Contact support: If none of the above steps work, you can contact the support team of Dropbox or your CRM software for further assistance. They can help you diagnose and resolve the issue or provide alternative solutions.

What are the alternatives to Dropbox that can integrate with CRM?

There are many alternatives to Dropbox that can integrate with CRM software, either natively or via third-party apps. There are many alternatives to Dropbox such as Google Drive. It is a cloud-based file storage similar to Dropbox and sharing platform that integrates with various CRM tools, such as Zoho CRM, HubSpot CRM, Salesforce, CostaRica CRM, and many more. Other file-sharing/storing software in this space are Microsoft OneDrive and the Box, they pretty much integrate with all the best CRM out there.

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