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Integrate Box with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Box and Pipedrive

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About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate Box + Pipedrive

  • Box Integration Pipedrive Integration

    Box + Pipedrive

    Create Person to Pipedrive from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Pipedrive Integration Create Person
  • Box Integration Pipedrive Integration

    Box + Pipedrive

    Create Deal to Pipedrive from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Pipedrive Integration Create Deal
  • Box Integration Pipedrive Integration

    Box + Pipedrive

    Create Activity to Pipedrive from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Pipedrive Integration Create Activity
  • Box Integration Pipedrive Integration

    Box + Pipedrive

    Update Person in Pipedrive when New Event is created in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Pipedrive Integration Update Person
  • Box Integration Pipedrive Integration

    Box + Pipedrive

    Create Note to Pipedrive from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Pipedrive Integration Create Note
  • Box Integration {{item.actionAppName}} Integration

    Box + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Box + Pipedrive in easier way

It's easy to connect Box + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Box & Pipedrive Integrations Work

  1. Step 1: Choose Box as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Box to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Box and Pipedrive

“Box is a cloud-based content management and file sharing platform that allows users to store, manage and share files from any device. The company was founded by Aaron Levie in 2005, and is headquartered in Redwood City, California” (Box, 2017.

Box is a cloud-based content management system that allows users to store, manage and share files from any device. Users can access their files from anywhere and at any time. Box is secure, reliable, easy to use and affordable.

“Pipedrive is a small business sales pipeline management software for companies with salespeople who have a number of sales opportunities. It offers features such as CRM and sales automation tops that help users create sales pipelines, monitor them and fplow up on leads” (Pipedrive, 2017.

Pipedrive is sales pipeline management software that helps users create sales pipelines, monitor them and fplow up on leads. The software offers dozens of different ways to automate sales processes. Pipedrive offers a free trial which will last forever.

Box offers an integration with Pipedrive which allows users to sync contacts into Pipedrive automatically. This helps users save valuable time because they no longer need to manually sync their contacts between the two platforms. With this integration, Pipedrive will automatically sync with Box if contacts are added or changed in Box. Each contact inside of Pipedrive will be linked to the contact in Box so that users can see the entire sales pipeline from one place (Box, 2017.

The benefits of using Box and Pipedrive together include:

Having the information about your existing customers in one place;

Easy cplaboration for your team;

Synchronizing your existing contacts with new ones;

Automating your sales process from proposal to close (Pipedrive, 2017.

Using Box and Pipedrive together makes it easy for users to create a comprehensive sales pipeline for their business. They can use each software separately or together for maximum effectiveness. In addition, Box and Pipedrive are both reliable and offer a free trial which will last forever. The two platforms work seamlessly together to help businesses create a more effective marketing plan (Box, 2017; Pipedrive, 2017.

The process to integrate Box and Pipedrive 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.