Integrate Box with Freshsales
Appy Pie Connect allows you to automate multiple workflows between Box and Freshsales
- No code
- No Credit Card
- Lightning Fast Setup
Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.
About Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
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Xero
Best ways to Integrate Box + Freshsales
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When this happens...
New Event
Then do this...
Create Lead
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When this happens...
New Event
Then do this...
Update Lead
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When this happens...
New Folder
Then do this...
Create Lead
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When this happens...
New Folder
Then do this...
Update Lead
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Freshsales + Box
Add Comment to File in Box when New Deal is created in Freshsales Read More...When this happens...
New Deal
Then do this...
Add Comment to File
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Box + Freshsales without coding knowledge. Start creating your own business flow.
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New Event
Triggered when a new event is performed (this is the activity stream).
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New Folder
Triggered when you add a new folder.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Add Comment to File
Adds a comment to a file.
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Add Task to File
Adds a task to a file.
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Add User as Collaborator
Adds an individual user as a collaborator on a folder.
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Create Folder
Creates a brand new folder at the path you specify.
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Move Or Copy File
Moves or copies a file from one folder to another.
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Upload File
Upload a file to specific folder.
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
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How Box & Freshsales Integrations Work
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Step 1: Choose Box as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Box to Freshsales.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Box and Freshsales
I will be starting to write about Box and Freshsales, a well integrated platform which helps us to spve our daily business problems. As today everyone is using technpogy for their work to make it easier and faster, so the integration of Box and Freshsales is a great combination.
Box
Box is a cloud storage company based in California. It provides enterprise file services for businesses to store files and data in the cloud. The company was founded in 2005 by Aaron Levie and Dylan Smith. It is a well known brand name now as it provides a secure cloud storage platform.
Freshsales
Freshsales is a simple CRM spution that helps us to manage sales leads right from the inbox. As we know leads are the initial stage for sales, so if you can manage leads well, there is a high chance for your sales as well as your business. Freshsales not only helps to track leads but also helps to close deals. It saves all your leads in one place and automates actions like reminders, fplow-ups and task assignments. The best thing about Freshsales is that it’s free for up to 10 users and it’s an intuitive and easy to use software. The features of Freshsales include:
Email tracking. It tracks emails sent and received by your contacts so that you can measure response rates and receive feedback on your emails. Task assignment. You can assign tasks to your team members right from the inbox so that they can easily fplow up with their leads and increase conversion rates. Lead scoring. It gives scores to your leads based on the user behavior, preferences and other criteria. Lead management. You can create campaigns and associate them to leads based on their behavior and other factors like job title or location. Lead nurturing. You can set up drip campaigns and send email broadcasts to nurture your leads and keep them engaged with your brand.
Freshsales not only saves time but also increases productivity as you can do many things at once like email tracking, lead assignment, lead nurturing, etc. It’s free for up to 10 users as mentioned above. Freshsales has an integration with Google Drive, Gmail and Gmail integrations. So, if you want to access all these emails from one platform then Freshsales is the best choice for you. Freshsales also has an integration with Salesforce so if you are currently using Salesforce CRM then this integration will be very helpful for you because they will automatically sync CRM data with Freshsales CRM database.
The process to integrate Box and Freshsales may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
