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Boxsy

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App

Boxsy

From Ops to Outcome—Accelerate Your Next Raise.

Built by
Boxsy, Inc.
Installs
10+ installs
Sign in to installRequires Boxsy subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Boxsy Subscription
Standard Startup plan

Overview

Startups often run operations and fundraising in silos. Sales conversations happen in one place, financials live somewhere else, and when it’s time to fundraise or report, it’s a scramble to get the full picture. That’s where Boxsy + HubSpot comes in.


With this integration, your sales and CRM data flows directly into Boxsy—enabling real-time tracking of pipeline, revenue, and GTM progress alongside cash runway, operational readiness, and fundraising activities. No more guesswork, manual updates, or buried insights.


Why connect HubSpot to Boxsy?

  • 🚀 Accelerate fundraising with up-to-date revenue metrics tied to investor updates and pitch readiness

  • 📊 Track bookings, pipeline value, and win rates alongside your broader company metrics

  • 📥 Simplify reporting to investors and advisors by automatically pulling key sales data into Boxsy’s dashboards

  • 🧠 Make smarter decisions with a unified control center that connects customer insights to your operational and fundraising strategy

Whether you're prepping for your next round or tightening up investor communications, this integration helps you move faster and build with confidence.

Features

Control Center

Pre-built AI-powered operational insights to track your health metrics in real-time.

Ops Readiness Matrix

Free your time to focus on product and revenue growth instead of operational chaos.

App Marketplace

Receive discounts on tools you use everyday.

Boxsy Expert Connect

Tap into vetted service providers and fractional CXOs for tailored support when you need it.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Opportunities

Deals

Deals

Reviews

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Standard Startup

$20.83

/month

Your Star tup's First Hire Is An AI-Powered COO

  • Control Center App & Customizable Dashboards

  • -Readiness Checklist & Score

  • -To-Do's List

  • App Marketplace

  • Boxsy Expert Connect

  • Administration

  • -1 Internal user

  • -10 External partner

  • Integrations: Accounting (QBO), CRM (HubSpot), Bank (Plaid), Spreadsheets

  • Knowledge Hub

  • Insights Hub

  • 1 Free hour of personalized consultation with our founder.

1 internal user, 10 external partners, 1 free hour of personalized consultation with our founder

Standard Startup

$20.83

/month

Your Star tup's First Hire Is An AI-Powered COO

  • Control Center App & Customizable Dashboards

  • -Readiness Checklist & Score

  • -To-Do's List

  • App Marketplace

  • Boxsy Expert Connect

  • Administration

  • -1 Internal user

  • -10 External partner

  • Integrations: Accounting (QBO), CRM (HubSpot), Bank (Plaid), Spreadsheets

  • Knowledge Hub

  • Insights Hub

  • 1 Free hour of personalized consultation with our founder.

1 internal user, 10 external partners, 1 free hour of personalized consultation with our founder

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/25/2025

More info

Built by
Boxsy, Inc.
Installs
10+ installs
Categories
Languages this app is available in
English

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