Box Connector
The Official Native Integration for Box and HubSpot
สร้างโดย - SparkGrid Software
ติดตั้ง - 100+ การติดตั้ง
คะแนน - 5(7)
ข้อกำหนด
แผน HubSpot ใช้งานได้กับแพ็กเกจ HubSpot ทั้งหมด เรียนรู้เพิ่มเติม สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
การสมัครใช้บริการ Box Connector - Core, Growth, Enterprise หรือ Onboarding & enablement package แพ็กเกจ
ภาพรวม
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.
ฟีเจอร์
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
ฟังก์ชันการทำงานแอป
ข้อมูลที่แบ่งปัน
Companies | ||
Contacts | ||
Deals | ||
Tickets |
รีวิว
5.0
7
5.0
7
- 23 ต.ค. 2025
Seamless setup and world-class support make this the ultimate time-saving integration for managing project documents and automating workflows
Best integration I've seen for a tool like Box. Gives the ability to trigger nearly everything Box is powerful for, directly from HubSpot. We use customer folders to manage project documents. As an industrial manufacturing business, having those folders created automatically, template files populated, and alerts sent, this is huge for us and a major time saver.
Setup = seamless. workflows = intuitive. Support = world class. A great team with a great tool that saves us a lot of time.
None
Perry, R.
- 30 ก.ย. 2025
Great software. Easy integration. Super helpful support team.
Great integration. Works as advertised
The workflow integration is clutch!
Sometimes your Box admin will need to re-authorize but it only take a minute.
Friedrich, A.
การกำหนดราคา
Core
US$200
/เดือนIntegrate 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
US$200
/เดือนIntegrate 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
* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 10/05/2025
ข้อมูลเพิ่มเติม
สร้างโดย - SparkGrid Software
ติดตั้ง - 100+ การติดตั้ง
หมวดหมู่ ภาษาที่แอปนี้สามารถใช้ได้ อังกฤษ
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