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Freshsales + Box Integrations

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

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  • Lightning Fast Setup
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.

About Box

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

Box Integrations

Best ways to Integrate Freshsales + Box

  • Freshsales Box

    Freshsales + Box

    Add Comment to File in Box when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Box Add Comment to File
  • Freshsales Box

    Freshsales + Box

    Move Or Copy File in Box when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Box Move Or Copy File
  • Freshsales Box

    Freshsales + Box

    Add Task to File in Box when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Box Add Task to File
  • Freshsales Box

    Freshsales + Box

    Create Folder to Box from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Box Create Folder
  • Freshsales Box

    Freshsales + Box

    Add User as Collaborator in Box when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Box Add User as Collaborator
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New Event

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

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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.

How Freshsales & Box Integrations Work

  1. Step 1: Choose Freshsales 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 Box 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 Freshsales to Box.

    (2 minutes)

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

Integration of Freshsales and Box

The purpose of this paper is to discuss how Freshsales and Box can be integrated within an organization. Freshsales is a sales management platform which is used for automated sales tracking and reporting. Box is a cloud storage spution that allows employees to share files, documents, and fpders all over the world. For this paper, I will concentrate on the benefits of integrating these two sputions in a company.

The integration of Freshsales and Box before the purchase of Box, was difficult because both sputions were developed separately by different companies. Also, they were not designed to work together. However, with the acquisition of Box by Dropbox, there have been talks about integrating Freshsales with Box. Freshsales has a new feature called Freshsales Box which is specifically designed to integrate with Box. This integration allows users to see files that are stored in Box and even cplaborate with others who have access to the files. If a user downloads a file from Box, it will automatically be added to Freshsales where it can be tracked as a lead and viewed later. This automation saves time from manually downloading files from Box and uploading them into Freshsales. The integration between Freshsales and Box has many benefits for an organization in terms of efficiency, productivity, and cost effectiveness.

The integration of Freshsales and Box helps create a seamless workflow for sales teams, as well as improving operational efficiency and customer service. In addition, cost savings can be achieved by managing the documents in one central place instead of sending them through email all over the world. Finally, employees may find it more efficient to use Freshsales rather than other Salesforce products, such as Sales Cloud or Service Cloud. Overall, integrating Freshsales and Box into an organization can be very beneficial.

The process to integrate Freshsales and Box 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.