Box Connector

Secure document management, in your existing workflows

Tired of scattered files, compliance concerns, and endless tab switching? Box Connector brings secure document management and e-signature capabilities directly into your HubSpot portal.

🔒 Enterprise-grade security meets CRM convenience

→ Native HubSpot integration with Box's trusted security and compliance

→ Manage sensitive document confidently with industry-leading protection

→ Box has completed certifications and audits, not limited to: 3DS2, APEC CBPR and PR, C5, CCPA, EAR, Export Control, FedRAMP, FINRA, GDPR, GxP, HIPAA, IRS-1075, ISO 27001 27018, ITAR, NIST 800-171/53, PCS DSS, SOC-1, SOC-2, SOC-3, TCDP

🎯 Everything you need, right where you need it

→ Access and manage Box files directly in HubSpot records

→ Preview, share, and collaborate on documents without leaving HubSpot

→ Automatically organize files with smart folder pinning and linking

✍️ Streamline your document workflows

→ Send and track e-signatures securely from HubSpot records

→ Create and manage Box Sign requests within your familiar CRM interface

→ Save significantly with included e-signature capabilities

Not a Box Customer?

We've got you covered. As an authorized Box reseller, we provide authentic Box solutions direct from the source. Plus, bundle with Box Connector and save on your Box subscription. Get enterprise-grade security and collaboration tools at a better price through our partnership.

Built for teams that run on HubSpot:

✨ Native integration - Works seamlessly within HubSpot

🔄 Real-time sync - Changes in Box are instantly reflect in HubSpot

👥 Team-friendly - Respect existing Box permissions and access controls

New in version 2.0:

Powerful Workflow Automation That Works for You Our Box integration with HubSpot Workflows goes far beyond basic folder creation:

• Deal Management: Auto-generate tailored folder structures at key deal stages with custom permissions

• Client Onboarding: Create and share personalized document packages when deals close

• Document Lifecycle: Schedule automatic file archiving based on age or status changes

• Approval Processes: Notify team members when documents need review

• Content Updates: Keep Box documents in sync with HubSpot property changes

Any trigger in HubSpot can now initiate sophisticated document actions in Box, seamlessly connecting your CRM and document management.  

Save Costs with Unlimited Box Sign Integration Why pay premium prices for eSignature when you can get unlimited eSignatures through our Box Connector? We've enhanced this feature with dynamic data merging — pull contact details, deal specifics, and custom field values directly from HubSpot into your Box Sign templates for truly personalized documents.

3. Enhanced Pinning & Intelligent Search We've elevated our most popular features based on your feedback:

• Multi-Folder Pinning: Attach multiple Box folders to a single HubSpot record for better organization

• Advanced Search Filters: Refine your document searches using Box metadata for faster, more precise results

Box Connector enables you to:

1. View and manage Box files directly within HubSpot records

2. Pin folders to contacts, companies, deals, and tickets

3. Send and track Box Sign requests from HubSpot

4. Preview and share files without switching context

5. Maintain enterprise-grade security and compliance

Join the businesses using Box Connector to bring secure, compliant document management to their HubSpot workspace.