Ardovo + Dropbox integration

Connect Ardovo to Dropbox so your file storage work and your revenue data stay in one place. Every deal gets a synced folder linked to the record.

Short answer

The Ardovo + Dropbox integration keeps deal documents with the deal. Attach proposals, contracts, and collateral to a Ardovo record, auto-create a synced folder per deal or account, and pull the latest files into the timeline. Reps stop hunting for the current version across folders and shared links.

What flows between Ardovo and Dropbox

Files on the record

Attach and open Dropbox files directly from a Ardovo deal.

Folder per deal

Auto-create a synced Dropbox folder for each deal or account.

One source of truth

Reps always see the latest version, not a stale copy.

Setting up the Ardovo + Dropbox integration

  1. Connect in one click

    Open Ardovo Settings, go to Integrations, find Dropbox, and click Connect. Authorize the connection with OAuth or an API key.

  2. Choose what syncs

    Pick which records and events sync between Ardovo and Dropbox, and set the direction to one-way or two-way.

  3. Map your fields

    Match Dropbox fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.

  4. Turn it on

    Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.

How the Ardovo + Dropbox integration works

Ardovo connects to Dropbox through OAuth. Files link to records, folders can auto-create per deal, and the latest versions surface on the timeline so documents stay organized with the deal.

  • Dropbox to Ardovo: files and folders linked to records
  • Ardovo to Dropbox: folder creation per deal or account
  • Both ways: version and link sync

Frequently asked questions

Does each deal get its own folder?

It can. Ardovo auto-creates a Dropbox folder per deal or account, so proposals, contracts, and collateral live in one predictable place linked to the record.

Do reps see the latest file version?

Yes. Because files link from Dropbox rather than being copied, the record always points to the current version.

How do I connect Dropbox to Ardovo, and is it secure?

Open Ardovo Settings, go to Integrations, find Dropbox, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.

Keep reading

Get started with Rally or browse all pages.