01-30-2018 03:40 PM
I am trialing ACT! 20 Premium Cloud and the features list says it will integrate with Dropbox within ACT!. I cannot figure out how to do this, can anyone give me a hint?
Also, can you install Addons to the cloud version of ACT?
01-31-2018 03:16 AM
01-31-2018 07:42 PM
The Dropbox reference is about the ability to link a file to a Contact, Company, Group, Opportunity.
See: "Adding a Link (URL)" in this article - http://kb.act.com/app/answers/detail/a_id/17526
Re the add-ons: There are different types of add-ons.
Some, like those going via Zapier (that @JonTaylor mentioned) and other newer soluitions use the new WebAPI and will work with Premium Cloud.
Others need the additional functionality in the the SDK or need to be installed on the server.
If you need to use one of those you can do this with most of the third-party hosts or, as Jon mentioned, by sync'ing to a local Subscriber copy.