必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Box Connectorの契約内容 - プラン：Core、またはGrowth、またはEnterprise、またはOnboarding & enablement package
概要
1/5 - View and manage your box folders and files in HubSpot
Box Connector lets you scale faster with HubSpot + Box automation so your team can focus on customers, not files.
Automate file + folder creation
Auto-create and organize Box folders on HubSpot contacts, companies, deals, and tickets
Pin the right folders to the right records so you have access to all the right docs at your fingertips automatically
Keep documents synced between Box and HubSpot when HubSpot properties or deal stages change
End to end document workflows, automated for your real-world processes
Auto-generate folder structures at specific deal stages
Auto-send onboarding documents to new clients via a secure Box portal
Create personalized folders the moment a deal is marked closed won
Auto-archive files on schedule
Keep documentation up to date as records change
Unlimited eSignature into HubSpot
Send and track Box Sign requests directly from HubSpot
Personalize agreements with dynamic data pulled from HubSpot fields
Save thousands per year vs standalone eSign tools
Bring AI-powered document clarity into HubSpot
Automatically sort, link, and extract data from files to the correct HubSpot records.
Natural-language search and instant document summaries
Intelligent file renaming for clean, compliant documentation
Secure, compliant, and trusted by regulated teams
Built on Box’s industry-leading security and compliance, trusted by financial services, legal teams, healthcare organizations, real estate, and energy companies.
Certifications include: FedRAMP, HIPAA, SOC-1/2/3, NIST, ISO 27001/27018, FINRA, GDPR, and more.
機能
View and Manage Box Files in HubSpot
Access every client folder and file in HubSpot so your team can find, preview, and share files instantly. - See Box files instantly on Contact, Company, Deal, Ticket, & Custom Object records - Work without switching tools by managing Box documents directly inside HubSpot - Keep access secure with Box permissions automatically applied for every user
Automate repeatable file tasks
Stop manually creating folders, moving files, & requesting contracts. - Trigger secure Box file upload requests automatically from HubSpot - Files & folders that create, move, and sort themselves based on triggers, like when a new client onboards - Use 30+ Box automations in HubSpot Workflows to eliminate manual file management
Sign and share documents effortlessly
Send, track, and sync signatures without leaving HubSpot. - Monitor every signature in real time by initiating, viewing, and tracking Box Sign requests directly from HubSpot - Personalize every document automatically by mapping HubSpot properties to Box Sign templates - Send unlimited e-signatures for free with your Box Business plan or above
Turn chaos into clarity with Box AI
Box AI automatically names, sorts, files, and summarizes your documents. - Find & summarize any document instantly by asking questions in natural language - Files organize themselves into the correct Box folders & link to HubSpot records - From “IMG_2487.pdf” to “Jane S's Driver’s License”, Box AI renames files automatically for instant clarity
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Built on Box's security & compliance
- Built on Box’s enterprise-grade security stack, including SOC 1/2/3, ISO 27001, HIPAA, FedRAMP, PCI DSS, ITAR, and GDPR compliance - Every file inherits Box’s compliance and access controls automatically, extending enterprise security into HubSpot - Built for financial, legal, and regulated industries that need airtight compliance inside HubSpot
アプリ機能
共有されるデータ
Companies | ||
Contacts | ||
Deals | ||
Tickets |
確認
5.0
7
5.0
7
- 2025年10月23日
シームレスなセットアップとワールドクラスのサポートにより、プロジェクトドキュメントの管理とワークフローの自動化のための究極の時間節約統合を実現します。
Boxのようなツールとしては最高の統合です。Boxの強力な機能のほとんどすべてをHubSpotから直接トリガーできます。私たちは顧客フォルダを使ってプロジェクトドキュメントを管理しています。製造業なので、フォルダが自動的に作成され、テンプレートファイルが入力され、アラートが送信されるのは非常に便利で、時間の節約になります。
セットアップ＝シームレス。ワークフロー＝直感的。サポート＝ワールドクラス。多くの時間を節約してくれる素晴らしいツールを備えた素晴らしいチームです。
なし
Perry, R.
- 2025年9月30日
素晴らしいソフトウェア。統合が簡単。とても親切なサポートチーム。
素晴らしい統合。広告通りの働き
ワークフローの統合はクラッチ的だ！
Boxの管理者が再認証する必要がある場合もありますが、1分もあれば完了します。
Friedrich, A.
Core
$200
／月Integrate Your Box Files to HubSpot
Securely Share Folders and Files
Basic Workflow Automation
File Search
File Collaboration
Dynamic Folder Creation
Pin Folders to HubSpot Records
File Previews
Seamless integration of Box within HubSpot CRM
Core
$200
／月Integrate Your Box Files to HubSpot
Securely Share Folders and Files
Basic Workflow Automation
File Search
File Collaboration
Dynamic Folder Creation
Pin Folders to HubSpot Records
File Previews
Seamless integration of Box within HubSpot CRM
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/05/10
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