Partner Forum

 After years of helping businesses implement HubSpot, I identified a critical gap: HubSpot CRM lacked secure document capabilities needed by regulated industries like financial services and healthcare. HubSpot's native document tool wasn't designed with regulated industries in mind. This forces businesses to either juggle between systems or compromise on compliance requirements. With Box Connector, you can bring Box’s enterprise-grade security and compliance directly into HubSpot! 💥 Read the full article here to learn more.In this guide, I’ll share a comparison of the best document management solutions for HubSpot users in regulated industries based on our experience. 💥 This also covers the following topics:What Should You Look For In A Secure HubSpot Document Management Solution? Your document management solution needs to prioritize security and compliance without sacrificing usability and workflow efficiency. The Best Secure Document Management Solutions for HubSpot Top four docume

At TMC Financing, one of the nation’s largest SBA 504 loan issuers, efficiency and security are key to handling their high loan volume. Thanks to an innovative solution by Carabiner Group using Formstack’s robust platform, TMC has redefined its data collection and document management processes.Check out this demo presented by Seamus Ruiz-Earle, Managing Director of Carabiner Group, where it showcases how TMC now collects, processes, and executes loan data with ease. The solution leverages Formstack’s form collection, document generation, and e-signature features, seamlessly integrated into Salesforce and Box for a secure, automated workflow.https://drive.google.com/file/d/1tDMdEw_X6sYAY2w_89Jj0ILQNY_iR_o2/viewHere’s how it works: Secure, Native Integration: TMC’s client-facing forms are hosted on a Force.com page, making them 100% Salesforce-native. Automatic File Management with Box: To enhance file organization, uploaded documents are auto-synced to designated Box folders through A

Reva Solutions is thrilled to showcase our powerful integration between Box and ServiceNow that leverages the power of Box AI to fully automate your HR processes, saving time and boosting efficiency. By using Box AI, the system can automatically classify documents, extract key metadata, and trigger actions, all without the need for manual intervention. How It WorksThis integration between ServiceNow and Box streamlines HR processes by connecting the platforms, with employees initiating requests in ServiceNow and documents being stored and processed in Box. When a request is submitted, a corresponding folder is created in Box, and attached documents are moved there. Box AI then automatically classifies these documents, extracts key metadata, applies this to the files for easier search and retrieval, and intelligently files the documents into the correct subfolders. This results in automated request closure, with no manual intervention from an HR agent.🎥 See a detailed breakdown of this

Box's seamless integration with Salesforce makes it the ideal solution for organizations seeking to enhance document management, improve efficiency, and foster collaboration. With Delegate’s Box for Salesforce AppExchange Accelerator Program, you donʼt need to worry about Salesforce ever again as Delegate simplifies Salesforce for small and midsize businesses by acting as a true extension of your team. Delegate is also offering free support for the basic installation of Box for Salesforce with this accelerator! Let’s discover how this powerful tool can transform your business. 👏 📢 Check out what's in store for you:    💭 Have someone in mind? Connect with us at box@delegate.team. 📩  

 SparkGrid Software announces the commercial launch of Box Connector for HubSpot. This groundbreaking solution provides a deep, native integration of Box’s cloud-based content management directly within HubSpot’s CRM platform.The Box connector eliminates the non-integrated third-party tools or complex externalworkflows, offering businesses a seamless and secure way to access, manage, and previewBox files, and utilize Box e-signature capabilities directly inside HubSpot.With over 228,000 companies in more than 135 countries using HubSpot and 97,000 customersrelying on Box, the need for an integrated, efficient workflow between these platforms has neverbeen greater.Unique FeaturesDeep, Native Integration Using HubSpot UIX Tools: Built with the latest HubSpot UIXcomponents, the connector allows users to interact with Box content directly within thefamiliar HubSpot interface, eliminating the need to switch between platforms or set upexternal automations. Enhanced Security Within HubSpot: B

Bubo Defense (a Bubo Assist, Inc. company) has joined forces with mxHERO, Inc. to deliver the cutting-edge Intelligent Email Management (IEM) solution, mxHERO, to North American customers. Why do our customers care?This partnership empowers organizations to seamlessly automate the capture and management of email-based content, enhancing security, compliance, and workflow efficiency. By integrating mxHERO’s innovative platform with the intelligence and powerful functionality and workflow capabilities of Box AI, Bubo Defense enables clients to unlock the potential of unstructured email data. This collaboration supports active agentic initiatives and maximizes the value of email—a critical yet often underutilized data vector—in driving digital transformation. Explore the DetailsDiscover how Intelligent Email Management (IEM) can revolutionize your organization’s approach to digital transformation by creating engaging experiences through one of the most ubiquitous tools out there: email.Re

Hi there! Kel Commins (Director of Solutions) here from LILT 🤙🏻 We’re so excited to join the Box community as an AI partner. We wanted to jump in to introduce ourselves and the LILT solution: LILT offers human verified or instant translations right within your Box instance, all powered by AI. We’re especially excited by the Box + LILT combo because Box offers such a simplified, accessible user experience, and with the Box <> LILT integration, extends that simplified experience to translation workflows:Send content to LILT to be human or instantly translated right from your Box foldersYou can learn more about Box + LILT here, or add LILT right from the Box App Center! We’re looking forward to discussions around AI, multilingual content, and API-powered workflows 💡

💥 Hunch lets you use all the top AI models to tackle complex projects and be more productive—in one place. 👉 Connect all your Box files to Hunch and repurpose any of your Box content into a variety of content for different channels and formats, all in the same tone of voice, positioning, goals, and expertise.Complete blog posts with images Product announcements PRDs and product briefs Marketing campaign assets Thought-provoking LinkedIn posts Tweet ideas Podcast title ideas and show notes  Creative artwork and stories Many more📈 In fact, we see trends across thousands of AI tasks every day from our community. We're also constantly testing AI models in different use cases. With so many models to choose from, the best approach is to try different models, even using multiple in parallel and synthesizing their outputs. Results also depend on iterative runs, prompting techniques, and how tasks are broken down into a workflow of subtasks. 🚀 Hunch lets you easily accomplish your most soph

TeraDact’s seamless integration with Box makes it the perfect solution to enhance your organizations document security, improve efficiency, and allow for risk-free collaboration. With Redactor+ protecting documents is as easy as a couple of clicks to use our AI to remove sensitive data from your organizations files and data hosted on Box.  You’ll no longer need to worry about sensitive data residing within your documents with TeraDact and Redactor+.  Have questions about TeraDact and its products, need support, want to integrate our solutions with your Box deployment or just want to say howdy?  Get in touch with us at bizdev@teradact.com   Check out our demo below: 

This post explores the transformative integration between Leena AI and Box, designed to enhance organizational efficiency by delivering instant and accurate access to knowledge articles. Learn how this partnership simplifies workflows, empowers employees, and streamlines FAQ management using advanced AI-powered solutions. The Integration at a GlanceLeena AI's robust natural language processing (NLP) capabilities seamlessly integrate with Box's secure cloud platform to provide employees with immediate access to policy documents, onboarding materials, and project-related files. This eliminates the need for manual searches, saving valuable time and improving productivity. Use Case & SolutionConsider an HR team inundated with repetitive employee queries. Using the Leena AI and Box integration, employees can instantly access HR policies or IT support documents through natural language queries. This AI-powered search delivers the exact information needed without delays, reducing support

Box Connector seamlessly integrates Box into HubSpot, empowering your teams to access and collaborate on files in a centralized hub, and to perform Box Sign requests directly from HubSpot. Visit our Box community page for SparkGrid Software, designed exclusively for the Box Connector for HubSpot integration and Box e-signature! This is your go-to resource for learning more about the Box Connector for HubSpot, as well as relevant announcements, updates, and FAQs. 💭 Have questions about products, need assistance with a general inquiry, or just want to say hello? Get in touch with SparkGrid Software!

Below are some frequently asked questions about the Box for Salesforce integration: 🔶 What type of Salesforce license does Box for Salesforce support?🔶 Does the Box interface support custom Salesforce objects?🔶 If a user renames an opportunity folder on Box, what happens to Salesforce record?🔶 What happens when a Lead is converted to an Opportunity?🔶 Does Box for Salesforce support seamless logins?🔶 What restrictions can an Admin place around Salesforce content in Box?🔶 Is Salesforce Experience Cloud supported?🔶 How can I customize the Box for Salesforce integration?🔶 How do I uninstall Box for Salesforce? Visit these articles to learn more: 🔹 Installing Box for Salesforce🔹 Box for Salesforce Listing on the Salesforce AppExchange🔹 Box for Salesforce Listing on the Box Apps Marketplace Also check the community roundtables related to Box for Salesforce: 🔹 Community Roundtable highlights: Agentforce demo;Dreamforce recap:Getting started with Box and Salesforce🔹 Community Rou

Box collaborates with top companies to deliver its Content Cloud globally, offering exclusive benefits like marketing, sales support, and technical enablement for business transformation. I've outlined the essential resources below so you can see which one is right for you: Technology Partners :Integrate with apps such as Microsoft, Google, Zoom, and Salesforce. Allow users to open, edit, and save files directly within Box, centralizing file management.  Services Partners :Use Box for broader digital transformation strategies. Address advanced content management issues, including transitioning legacy ECM systems to the cloud and creating custom applications.  Reseller Partners :Serve customers across various sectors, including federal, non-profit, higher education, and local governments. Here are our Featured Partners:Microsoft: Enjoy seamless interoperability with Office365 to boost productivity. IBM: Transform the way your organization works in the cloud. Apple: Ensure teams stay pro