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Pipedrive + Box Integrations

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

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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

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 Pipedrive + Box

  • Pipedrive Box

    Pipedrive + Box

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

    Pipedrive + Box

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

    Pipedrive + Box

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

    Pipedrive + Box

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

    Pipedrive + Box

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

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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 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.

  • 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 Pipedrive & Box Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Box.

    (2 minutes)

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

Integration of Pipedrive and Box

  • Pipedrive?
  • Pipedrive is a sales automation platform that allows businesses to manage their entire sales pipeline. It was founded in 2009 by Timo Rein, CEO and co-founder of Pipedrive, and Rain Rannu, COO and co-founder of Pipedrive. The company has its headquarters in Tartu, Estonia and additional offices in San Francisco and Tallinn (the capital of Estonia.

    Pipedrive’s product, Pipedrive CRM (customer relationship management), is a sales top that helps sales reps manage their sales pipeline. The software organizes sales data from multiple sources into a single interface. Sales teams can use Pipedrive to organize contacts, track sales opportunities, set goals, forecast sales, plan sales activities, and send mass emails.

    Pipedrive provides customers with a 14-day free trial period. The company offers a free version of the product, with limited functionality. The pro version is charged at $9 a month per user. Milestones are a feature available only in pro accounts.

    The company’s revenue comes from two main sources. customers pay for the full version of the product when they sign up for the service, and from users who upgrade from the free to the pro versions when they hit certain usage limits. In 2017, Pipedrive reported an annualized revenue run rate of approximately $125 million. In 2018, the company reported it had surpassed $140 million in annual recurring revenue.

    In November 2017, the company closed a $50 million funding round that valued the company at $1 billion. The funding round was led by Insight Venture Partners, a U.S.-based venture capital firm. In total, the company has raised more than $100 million in funding. Investors include American Express Ventures, Index Ventures, IVP, and Omidyar Network.

  • Box?
  • Box is a cloud content management platform that helps organizations manage documents, photos, videos, and other files across mobile devices and computers. Box was founded in 2005 by Aaron Levie, co-founder and CEO of Box; Darian Shirazi, co-founder and chief technpogy officer of Box; and Dylan Smith, vice president of developer relations at Box. The company’s headquarters are located in Los Altos, California.

    The platform provides users with secure file sharing, file storage on servers within cloud providers (such as Microsoft Azure), and on-premises software (software installed on local computer servers. Box also offers cplaboration tops including real-time chat, video conferencing, screen sharing, and voice mail transcription on every document. The company’s core product is Box Sync (formerly known as Box Zite. It enables users to sync all their files across multiple devices without having to copy them manually onto each device or using special software like Dropbox or Google Drive. The software also lets users view documents offline on any device.

    Box was one of the first cloud computing companies to go public in 2015 after record years of growth. Though the company’s revenue is growing rapidly, it has yet to turn a profit since its IPO. However, according to analysts, the cloud computing industry is still in its infancy stage and is expected to grow substantially in the long term. This may be why Box’s stock price has performed well over time despite not being profitable yet. Originally priced at $14 per share when it debuted on public markets in 2015, the stock went up steadily until it reached its peak in 2017 at around $27 per share. Then in 2018 it dropped to around $20 per share before recovering slightly to about $22 per share as of March 2019. Since its IPO, Box shares have increased nearly 60 percent until March 2019. Its market value currently stands at approximately $7 billion.

  • Integration of Pipedrive and Box
  • Integration with Box allows you to transfer contacts from your Salesforce account to Box seamlessly. Though this takes some time to set up initially (you must set up Salesforce with Box in advance. once you have done so you can easily create new contacts in Salesforce using your existing contacts in Box. Then you can easily save Salesforce contacts in Box as well as keep track of prospects’ birthdays and other important information about them – all within one platform.

  • Benefits of Integration of Pipedrive and Box:
  • 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.