How to Add Documents to Deals with Dropbox - Frequently asked questions
Frequently asked questions
How do I integrate Dropbox with Zendesk Sell?
Integrating Dropbox with Zendesk Sell is a straightforward process. First, you need to install the Dropbox for Sell app from the Zendesk marketplace. Once installed, navigate to the Sell sidebar, click the Settings icon, and under Integrations,…
What do I need to use Dropbox with Zendesk Sell?
To use Dropbox with Zendesk Sell, you need a Dropbox account. This is essential because the integration relies on Dropbox to store and manage documents related to your deals. If you don't have a Dropbox account, you'll be prompted to create one…
How do I set up Dropbox folders for each deal in Zendesk Sell?
Setting up Dropbox folders for each deal in Zendesk Sell is crucial for organizing your documents. After integrating Dropbox with Sell, you must create a separate Dropbox folder for each deal. This ensures that all documents related to a specific…
Can I edit the deal name in Dropbox folders linked to Zendesk Sell?
Yes, you can edit the deal name in Dropbox folders linked to Zendesk Sell. However, it's important to note that while you can change the deal name, you must not alter the deal ID in the Dropbox folder name. The deal ID is crucial for Sell to…
What happens if I change the deal ID in a Dropbox folder name?
Changing the deal ID in a Dropbox folder name can disrupt the connection between the folder and the deal in Zendesk Sell. The deal ID is used by Sell to match the Dropbox folder to the correct deal. If you alter the deal ID, your documents will no…
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