Dropbox + Pipedrive Integration

Integrate Dropbox to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Upload project files, create deals and activities, alert your team, and track your pipeline automatically.

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1.
  • Dropbox
    File is added to folder in Dropbox
  • Dropbox
    Folder is created in Dropbox
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Dropbox
    Create folder in Dropbox
  • Dropbox
    Search folder in Dropbox
  • Dropbox
    Upload file in Dropbox
  • Dropbox
    Search file in Dropbox
  • Dropbox
    Create text file in Dropbox
  • Dropbox
    Create shared link in Dropbox
  • Dropbox
    Move file in Dropbox
  • Dropbox
    Get file link in Dropbox
  • Dropbox
    Share a file in Dropbox
  • Dropbox
    Get file share link in Dropbox
  • Dropbox
    Create file request in Dropbox
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Dropbox + Pipedrive Integration

Capture files, create deals, update activities, alert your team, and track pipelines, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dropbox + Pipedrive flow

Send follow-up emails, alert team channels, schedule onboarding calls, and generate documents as deals progress. Pick a combination and activate it in one click.

Dropbox
Pipedrive
+
GmailGmail (6)
+
SlackSlack (6)
+
CalendlyCalendly (4)
+
PandaDocPandaDoc (4)
+
AsanaAsana (4)
+
StripeStripe (4)
D
G
P
Send a welcome email in Gmail when a new file is added to Dropbox, and create a deal in Pipedrive
New Dropbox files instantly trigger a welcome email in Gmail and a new deal in Pipedrive without manual work.
P
G
D
Send a follow-up email in Gmail when a Pipedrive deal is created, and upload the record to Dropbox
New Pipedrive deals trigger a follow-up email in Gmail and secure project folders in Dropbox.
P
G
D
If a Pipedrive deal value exceeds threshold, email management via Gmail and create a shared link in Dropbox
High-value Pipedrive deals alert management in Gmail and generate secure Dropbox links automatically.
D
C
G
P
Use Claude to summarise new Dropbox client files, email the brief via Gmail, and update Pipedrive
Claude summarises incoming Dropbox files, Gmail emails the brief, and Pipedrive records update automatically.
P
G
D
When a Pipedrive deal stage is updated, email the client via Gmail and move the project file in Dropbox
Deal stage updates in Pipedrive trigger client emails in Gmail and organize project files in Dropbox.
D
P
G
A
Turn every new Dropbox submission into a Pipedrive deal, notify via Gmail, and create an Asana task
Dropbox uploads create Pipedrive deals, trigger Gmail notifications, and open tracking tasks in Asana.

Supported triggers and actions for Dropbox and Pipedrive

Mix and match to build the exact automation you need

Dropbox
Dropbox Triggers & Actions
File is added to folder in Dropbox
Triggers the automation when a particular action in the workflow fails
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Folder is created in Dropbox
Triggers the automation when a new folder is created
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Create folder in Dropbox
Creates a new folder in the designated location
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Search folder in Dropbox
Searches for a folder
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Upload file in Dropbox
Uploads a file to the particular location
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Search file in Dropbox
Searches for a file
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Create text file in Dropbox
Generates a new text file with particular content
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Create shared link in Dropbox
Generates a new shared link for a file or folder
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Move file in Dropbox
Move a particular file to a new location
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Get file link in Dropbox
Retrieves the link to a file
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Share a file in Dropbox
Shares a file
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Get file share link in Dropbox
Generates a sharing link for a file
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Create file request in Dropbox
Creates a new file request
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Dropbox + Pipedrive?

Streamline your document management and sales pipeline with robust, ready-made automation workflows.

What you can automate?
📁
Create Pipedrive deals from new Dropbox uploads
Automatically generate new Pipedrive deals the moment a client uploads files into your designated Dropbox folder, eliminating manual entry.
📝
Capture every submitted form and file detail
Map all available file metadata and custom fields from Dropbox directly into Pipedrive deal notes and organization records.
🔔
Alert your team instantly on new deal creation
Trigger instant team notifications in Slack or Gmail whenever a new Pipedrive deal is created or a Dropbox file arrives.
🔀
Route deals based on submitted file attributes
Evaluate file types or deal values to route records to specific pipeline stages or assign them to specialized team members.
🔄
Keep CRM records updated as project files change
Automatically update Pipedrive deal stages and activity statuses whenever project folders are modified or moved in Dropbox.
🔍
Search and link existing records without duplicates
Perform intelligent lookups in Pipedrive before creating records to ensure every file attaches to the correct existing client.
💼
Handle later status changes and deal closures
Automatically archive project folders in Dropbox and update deal stages when contracts are finalized or payments succeed.
🔗
Extend your workflow to messaging and email apps
Connect your Dropbox and Pipedrive core pipeline with Gmail, Slack, Asana, or Stripe for complete end-to-end automation.
And much more...

Who is Dropbox + Pipedrive integration for?

Sales teams, operations managers, and project coordinators connect Dropbox and Pipedrive to eliminate manual data entry and keep client workflows synchronized across storage and CRM.

Sales directors
Sales directors
Account executives
Account executives
Client success managers
Client success managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance analysts
Finance analysts
📈
Sales directors
You rely on Pipedrive pipeline metrics to forecast quarterly revenue, but reps forget to upload client files and log deals on time, so your dashboard numbers are always incomplete — with this integration, every new file and deal record syncs instantly and your pipeline reporting stays accurate.
Account executives
You need to respond to inbound client requests within minutes, but manual file handoffs between Dropbox and Pipedrive slow down your initial outreach — with this integration, incoming documents automatically create deals and notify your team so you never miss a hot prospect.
🤝
Client success managers
Your clients expect quick onboarding updates, but tracking their document progress across disparate folders and CRM stages leads to embarrassing delays — this integration means every uploaded file immediately updates your Pipedrive records and keeps client projects moving.
⚙️
Operations leads
Your team handles high volumes of client paperwork every day, and manual copy-pasting between Dropbox storage and Pipedrive creates costly transcription errors — automating both apps means structured records and folders generate without human intervention.
📋
Project coordinators
You depend on sales reps to hand over client project briefs before work can begin, but information gets trapped in siloed folders — connecting these apps means every new deal automatically provisions the correct project directory and task lists.
🔍
Finance analysts
You audit customer account histories regularly, but missing file attachments and unlinked CRM records make reconciliation frustrating — with this integration, complete document links and deal histories are preserved reliably without manual auditing.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Dropbox + Pipedrive

Build and manage your Dropbox + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Dropbox + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dropbox to Pipedrive?
Frequently Asked Questions
You can connect Dropbox to Pipedrive in 1 click using ready workflows on Integrately, or ask Integrately AI to build custom automations linking both apps with Gmail, Slack, and 1,500+ other tools.
Can I automatically create Pipedrive deals when files are added to Dropbox?
Frequently Asked Questions
Can I connect Dropbox, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dropbox and Pipedrive?
Frequently Asked Questions
How are Dropbox files handled during Pipedrive deal creation?
Frequently Asked Questions
Can Pipedrive deal updates trigger Dropbox folder creation?
Frequently Asked Questions
Do I need coding skills to automate Dropbox and Pipedrive?
Frequently Asked Questions
Is the Dropbox and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Dropbox or Pipedrive With 1500+ Other Apps

Dropbox
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