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

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