Create Box folder for new Close contact
Close + Box Integration
Box + Close Integration
Integrate Box to Close in one click, or tell Integrately AI how you want each lead handled. Upload files, create leads and contacts, update opportunities, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
2.
- Upload file in Box
- Search file in Box
- Add task to file in Box
- Add comment to file in Box
- Create Folder in Box
- Search folder in Box
- Move/Copy file in Box
- Get file request in Box
- Add user as collaborator in Box
- Copy file request in Box
- Create text file in Box
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
Trusted by experts at...
Ready Workflows for Box + Close Integration
Create leads from new folder items, update contacts when tasks are assigned, log comments, and manage opportunities, all in just one click.
Most popular automations
Create Box folder for new Close opportunity
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- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Box + Close flow
Keep your document management, CRM records, and team communication fully aligned across platforms. Pick a combination and activate it in one click.
+
Google Drive (4)
Google Drive (4) +
PandaDoc (4)
PandaDoc (4) +
Slack (4)
Slack (4) +
DocuSign (4)
DocuSign (4) +
Calendly (4)
Calendly (4) +
Gmail (4)
Gmail (4) B
G
C
Upload every new Box folder item to Google Drive, and create a matching lead in Close.
New Box items automatically appear in Google Drive and create a lead in Close, eliminating manual file copies and data entry.
B
G
C
When a comment is created in Box, save the update in Google Drive and update the lead in Close.
Box comments are instantly backed up in Google Drive while updating your Close lead records.
B
G
C
When a task is assigned in Box, create a record in Google Drive and update the task in Close.
Box task assignments trigger immediate documentation in Google Drive and task updates in Close.
B
G
C
When a new event occurs in Box, log the details in Google Drive and create an opportunity in Close.
Box events generate archived logs in Google Drive and new pipeline opportunities in Close.
Supported triggers and actions for Box and Close
Mix and match to build the exact automation you need
Box Triggers & Actions
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → What can you automate with Box + Close?
Streamline your document workflows and CRM updates by connecting Box events directly to Close leads, contacts, and opportunities.
📁
Create Close leads from Box folders
Automatically generate a new lead in Close whenever a new folder item is created in Box. Keep your CRM populated without manual copying.
📝
Capture every comment detail
Map all Box comment data directly into Close notes and task updates. Ensure no important feedback is lost between systems.
🔔
Alert your team instantly
Send immediate notifications when new Box events occur or tasks are assigned. Keep reps aligned on incoming client files.
🔀
Route records based on submitted data
Create different lead priorities in Close depending on the folder name or comment content submitted in Box.
🔄
Keep CRM data up to date
Update existing Close lead records and opportunities automatically whenever Box file items or tasks change.
🔎
Search and update without duplicates
Search existing contacts in Close before creating new records, preventing duplicate entries from multiple Box uploads.
⚡
Handle task status changes
Update task statuses in Close automatically when tasks are assigned or completed in Box.
💬
Extend your workflow to Slack
Combine Box, Close, and Slack to notify your sales channel whenever a new folder item creates a CRM lead.
And much more...
Who is Box + Close integration for?
Account executives, sales operations teams, and client managers who rely on Box documents and Close CRM data to manage deals and track customer communication.
Performance marketers
Sales representatives
Account managers
Operations leads
Business owners
Customer success teams
📈
Performance marketers
You're storing campaign assets in Box, but your sales team misses new deal files because updates stay trapped in folders — automating both apps means every file triggers an instant Close lead creation so reps can follow up immediately.
🚀
Sales representatives
You're sharing client documents through Box, but your Close CRM pipeline shows no record of the new collateral — this integration means every folder item automatically updates your lead history and keeps reps fully informed.
🤝
Account managers
You're managing client agreements in Box, but tracking deal statuses in Close separately leads to missed follow-ups — connecting these apps means every updated project folder instantly reflects in your CRM pipeline.
📊
Operations leads
You're organizing bulk client files in Box, but manual CRM entry causes severe bottlenecks in customer onboarding — automating both apps means team members skip manual data entry and focus entirely on active leads.
💼
Business owners
You're storing signed contracts in Box, but deal stages in Close remain outdated until someone updates them by hand — with this integration, every new folder item instantly updates your CRM records.
🔍
Customer success teams
You're reviewing onboarding files in Box, but tracking customer engagement in Close requires constant cross-referencing — connecting these apps means customer activity is synchronized across your storage and CRM instantly.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Box + Close
Build and manage your Box + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Box + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Box + Close Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Frequently Asked Questions
How do I connect Box to Close?
You can connect Box and Close in 1 click using ready workflows on Integrately or ask Integrately AI to build your custom automation. Pair it with apps like Google Drive, PandaDoc, Slack, DocuSign, Calendly, and Gmail instantly.
Can I automatically create Close leads from new Box folder items?
Can I connect Box, Close, and Slack?
What is a good Zapier alternative for Box and Close?
How does Box handle new folder items and comments in integrations?
Can I update Close lead records based on Box activity?
Do I need coding skills to automate Box and Close?
Is the Box and Close integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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