Box Connector
Automation
Take advantage of the HubSpot Workflow engine to catalog files, trigger workflows, route documents, and more.
Seamless Automation, Powerful Results
From lead nurturing to post-sale follow-ups, HubSpot and Box workflows automate key aspects of your customer journey. Build custom workflows that dynamically change sales stages, pin records, and move files based on HubSpot actions, and create follow-ups without lifting a finger. The result? More engaged leads, less human error, and a lot more time to focus on strategy.
Sales That Sell Themselves
Sales teams often juggle dozens of tasks daily. With HubSpot and Box automation, you can set up workflows that prioritize leads, assign tasks, and send notifications to ensure no opportunity falls through the cracks. Plus, track the performance of every workflow and improve your sales strategy on the go. It’s like having an extra sales rep working around the clock.
More Features & Benefits
Ease of Use
No coding skills required. Build workflows with HubSpot’s intuitive drag-and-drop builders.
Sales,Communications, and Support
Automatically progress your Deals based on Box Sign actions, send communications, and build templated file structures post-sale for collaboration
Scalable Solutions
Whether you’re a small business or an enterprise, there are automation tools to fit your needs.