What type of HubSpot license does Box Connector for HubSpot support?
Box Connector for HubSpot supports all licenses types within HubSpot CRM - Free, Starter, Professional, and Enterprise
Does the Box interface support custom HubSpot custom objects?
Yes, Box Connector does support custom objects, but will require professional services. Contact us here to inquire further
If a user renames a record folder on Box, does the name of the HubSpot record change? Conversely, if a user renames the HubSpot record, does the name of the record folder on Box change?
No. Renaming either the HubSpot record or the Box folder does not change the record/folder name on the other platform.
Does Box Connector for HubSpot support seamless logins?
No, Box account holders log into Box when accessing content within HubSpot in a new browsing session. A session will be held until the Box Token expires, so re-authentication is likely every 30-60 days.
What restrictions can an admin place around HubSpot content in Box?
The user's Box permissions are determined by permissions in Box
Since each user individually authenticates into Box through the HubSpot Integration, all permissions set in Box are carried through to the view in HubSpot.
The administrator can also limit whom can Pin or UnPin Folders to HubSpot records
When users create a Box folder for a HubSpot record, they are added as collaborators with access only to that specific subfolder. Users can see the folder path leading to the record-specific folder without viewing other content within those folders.
How can I customize the Box Connector for HubSpot integration?
Reach out to our team here to explore different ways to customize the integration.
How do I uninstall Box Connector for HubSpot?
First, export any critical integration data from your HubSpot instance to preserve it. Remove any Box CRM Cards added to page layouts.
Uninstalling the app does not delete data in your Box account, but associations between records/folders/users are removed. Uninstall from HubSpot's app management section.
Additional Information Installing Box Connector for HubSpot Box Connector for HubSpot Listing on the HubSpot Marketplace
Box Connector for HubSpot Listing on the Box Apps Marketplace
We look forward to receiving feedback about the installation process and the integration through the HubSpot Marketplace.