HubSpot CRM + Box Integrations
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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 IntegrationsBest ways to Integrate HubSpot CRM + Box
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HubSpot CRM + Box
Add Comment to File in Box when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Add Comment to File
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HubSpot CRM + Box
Move Or Copy File in Box when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Move Or Copy File
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HubSpot CRM + Box
Add Task to File in Box when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Add Task to File
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When this happens...
New Deal
Then do this...
Create Folder
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HubSpot CRM + Box
Add User as Collaborator in Box when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Add User as Collaborator
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Box without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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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.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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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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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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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.
How HubSpot CRM & Box Integrations Work
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Step 1: Choose HubSpot CRM 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 Box 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 HubSpot CRM to Box.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Box
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 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 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.
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.
