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Set up your first integration
Quickly connect Box to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Box with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Comment" from Box.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Box and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerPolling - FolderRequired
- Share
Try ItTriggerPolling- Task Assigned to You
Triggered when you are assigned a task.
Try ItTriggerPolling - File_idRequired
- MessageRequired
ActionWrite
- Event
Triggers when a new event is performed (this is the activity stream).
Try ItTriggerPolling - FolderRequired
Try ItTriggerPolling- EmailRequired
- FolderRequired
- RoleRequired
ActionWrite- FolderRequired
- FileRequired
- Name
- Share
ActionWrite
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Practical ways you can use Box and HubSpot
Organize files in Box when HubSpot tickets are updated.
When a ticket is updated in HubSpot, Zapier will create or organize a folder in Box for ticket-related documentation. This automation boosts efficiency by reducing manual task overhead, ensuring clarity across teams.
IT
Update Box files for new HubSpot form submissions.
When someone submits a form in HubSpot, Zapier will automatically add a related file or comment in Box. This ensures your team has immediate access to the most current information, streamlining collaboration and reducing delays.
Marketing & Marketing OpsTrack project deals in Box via HubSpot.
Each time a new deal is created in HubSpot, Zapier will automatically generate a corresponding folder in Box. This helps keep all project-relevant files organized and accessible, leading to better resource tracking and project transparency.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Box + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Box and HubSpot
What is Box and HubSpot integration?
The Box and HubSpot integration allows users to automate workflows between the two platforms. By connecting HubSpot with Box, you can manage documents in Box and sync contact or deal information from HubSpot automatically, using triggers and actions set up by us.
How can I connect my Box account with HubSpot?
To connect your Box account with HubSpot, you'll first need to create an integration through our platform. This typically involves setting up a 'trigger' event from one app that causes an 'action' in the other app. For example, a new file uploaded in Box could trigger adding a note to a contact in HubSpot.
What triggers can I use from Box in my automation workflows?
In your automation workflows, you can use several triggers from Box, such as 'New File', 'New Folder', or 'File Updated'. These triggers can then initiate actions in HubSpot, like creating a new contact or updating existing deal records.
Are there any pre-built workflows available for the integration?
Yes, we offer several pre-built automation workflows for integrating Box with HubSpot. These are designed for common use cases such as syncing files from Box to specific deals or contacts in HubSpot automatically when certain trigger events occur.
What actions are supported when integrating with HubSpot?
When integrating with HubSpot, you can perform various actions such as creating new contacts, updating deal stages, adding notes to deals or contacts based on different trigger activities occurring in your Box account.
Is it possible to customize the data that gets transferred between Box and HubSpot?
Yes, we allow customization of data mappings between fields when setting up integrations. You can choose which information should be synced based on specific triggers and customize the actions that occur within each platform.
What should I do if I encounter an error during the integration setup?
If you encounter any errors during setup or execution of your integration between Box and HubSpot, make sure all required permissions are granted in both accounts. You may also refer to our help documentation or reach out to support for assistance.
