This is an overview of the Dropbox integration for Nimble.
Keep scrolling to learn more
Attaching Documents to Contacts
To attach files to a Contact, go to a specific contact record, and click on the "File" sub-tab and select "Dropbox"
There you can sign in to Dropbox, view, and select your files.
Your files will appear in the Files sub-tab, along with a timestamp, the date, and the name of the person who added them.
Attaching Documents to Deals
You can also attach documents to a Deal.
First, go to the Deals tab and click on the Attachments sub-tab.
Click on Attach From Dropbox.
Next, choose your files (you can select multiple files) from the pop-up window.
This is a feature provided with our core product, free of charge. As with previous Nimble integrations, the Dropbox integration highlights Nimble's ability to keep all communication and documents related to a contact or deal in one place for easy viewing.
You can also attach files from Microsoft OneDrive, Google Drive and from your computer.