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Integrate HubSpot CRM with Box

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

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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 HubSpot CRM + Box

  • HubSpot CRM Integration Box Integration

    HubSpot CRM + Box

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

    HubSpot CRM + Box

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

    HubSpot CRM + Box

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

    HubSpot CRM + Box

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

    HubSpot CRM + Box

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

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Event

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

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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.

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

How HubSpot CRM & Box Integrations Work

  1. Step 1: Choose HubSpot CRM 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 HubSpot CRM to Box.

    (2 minutes)

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

Integration of HubSpot CRM and Box

  • HubSpot CRM?
  • HubSpot CRM is a customer relationship management software, which helps in managing the customers and their contacts and information. It also has different apps and services like inbound marketing, lead generation and analytics. The CRM is very useful for small and medium sized businesses.

  • Box?
  • Box is a cloud storage service that provides document, file and content cplaboration services. These services are available in the form of applications such as web browser, desktop and mobile applications (Android and iOS. Box also offers software applications such as Box Sync, Box Drive and Box Zinc.

  • Integration of HubSpot CRM and Box
  • Integration of HubSpot CRM and Box is possible with the Box app for HubSpot. This integration will help in managing the contacts, accounts and opportunities in both HubSpot and Box.

    Box can be used to manage documents and files in the HubSpot CRM. All the files uploaded to Box can be viewed in HubSpot CRM including the metadata. The users are also able to preview the documents uploaded to Box within the preview pane of HubSpot. The users are also able to share documents from HubSpot by sharing the unique URL of the document on any communication channel.

    All the files stored in Box can be uploaded to various other applications including DropBox, Google Drive, Salesforce, Gmail, Evernote, OneDrive, SharePoint etc. This integration of HubSpot CRM with Box allows the users to access all the files stored in Box right from any device connected to internet using these applications. This integration can be done by creating a custom URL for each application. The users are also able to download fpders or individual documents from Box right from within HubSpot without leaving the application. This is possible with the help of ‘Upload To’ functionality of Box app for HubSpot. Users can create fpders in their personal space on Box and upload any kind of files including videos, images, audio or documents into these fpders. These fpders can then be shared within HubSpot with other users or groups of users.

  • Benefits of Integration of HubSpot CRM and Box
  • The main benefit of using this integration is that it allows the users to view all their files stored in Box right from HubSpot. They also get the option to view any file within HubSpot even if they do not have an internet connection on their devices. This integration also allows them to search for any contact or account in both application easily at the same time.

    The process to integrate 403 Forbidden and 403 Forbidden 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.