Articles on: Cloud integrations

How to integrate Collect with Dropbox

Connecting Dropbox to Collect enables you to seamlessly store submitted documents from your campaigns in your Dropbox folders. It helps keep your files organized, accessible, and backed up automatically.


Step 1: Connect your Dropbox account

  • Click on your profile icon in the upper right corner.
  • Choose Settings from the dropdown menu.
  • Navigate to the Integrations section.
  • Locate Dropbox in the list of available platforms.
  • Click Connect to Dropbox.
  • Complete the authentication flow to authorize access.


Once connected, Dropbox is linked to your account—but syncing is not active until configured per campaign.


Step 2: Set up Dropbox sync for a campaign

After connecting your account, you’ll need to enable syncing on a campaign-by-campaign basis.
🔗 Follow this guide to finish setup: How to sync your documents to your cloud storage


Summary

Integrating Dropbox with Collect is straightforward: link your account once, then enable syncing where you need it. With flexible sync timing and folder naming options, your client documents stay organized and accessible in Dropbox—without any manual file transfers.

Interested in other integrations? Check out:
Google Drive
Box
Microsoft OneDrive
Microsoft SharePoint


Updated on: 01/07/2025

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