Exciting New Features: HubSpot + Box Integration
1. Powerful Workflow Automation That Works for You
Our Box integration with HubSpot Workflows goes far beyond basic folder creation:
- Deal Management: Auto-generate tailored folder structures at key deal stages with custom permissions
- Client Onboarding: Create and share personalized document packages when deals close
- Document Lifecycle: Schedule automatic file archiving based on age or status changes
- Approval Processes: Notify team members when documents need review
- Content Updates: Keep Box documents in sync with HubSpot property changes
Any trigger in HubSpot can now initiate sophisticated document actions in Box, seamlessly connecting your CRM and document management.
2. Save Costs with Unlimited Box Sign Integration
Why pay premium prices for DocuSign when you can get unlimited eSignatures through our Box Connector? We've enhanced this feature with dynamic data merging — pull contact details, deal specifics, and custom field values directly from HubSpot into your Box Sign templates for truly personalized documents.
3. Enhanced Pinning & Intelligent Search
We've elevated our most popular features based on your feedback:
- Multi-Folder Pinning: Attach multiple Box folders to a single HubSpot record for better organization
- Advanced Search Filters: Refine your document searches using Box metadata for faster, more precise results
🎥 Watch this video for a walkthrough!
Ready to see these features in action? Visit us at sparkgridsoftware.com.
