Create Box folder for new Freshworks CRM (Freshsales Suite) contact
Freshworks CRM (Freshsales Suite) + Box Integration
Freshworks CRM (Freshsales Suite) + Box Integration
Integrate Box to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Sync files, update customer records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
2.
- Create product in Freshworks CRM (Freshsales Suite)
- Search contact in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- 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
Trusted by experts at...
Ready Workflows for Box + Freshworks CRM (Freshsales Suite) Integration
Capture customer details, update records, create deals, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Box folder for new Freshworks CRM (Freshsales Suite) deal
Freshworks CRM (Freshsales Suite) + Box Integration
Create Box text file for new Freshworks CRM (Freshsales Suite) contact
Freshworks CRM (Freshsales Suite) + Box Integration
Create Box file for new Freshworks CRM (Freshsales Suite) deal
Freshworks CRM (Freshsales Suite) + Box Integration
Create Freshworks CRM (Freshsales Suite) task for new Box file
Box + Freshworks CRM (Freshsales Suite) Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Box + Freshworks CRM (Freshsales Suite) flow
Send notifications, process payments, and schedule client meetings once your records update. Pick a combination and activate it in one click.
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Google Drive (4)
Google Drive (4) +
Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
DocuSign (4)
DocuSign (4) B
G
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Upload new Box folder items to Google Drive, and create a contact in Freshworks CRM (Freshsales Suite).
New Box files land in Google Drive instantly while creating a contact in Freshworks CRM (Freshsales Suite), eliminating manual copy-pasting.
B
G
F
When a new comment is created in Box, save the file to Google Drive and update the contact in Freshworks CRM (Freshsales Suite).
Keep Google Drive updated with commented Box files while updating the matching contact in Freshworks CRM (Freshsales Suite).
B
G
G
F
Use Gemini to analyze new Box folder items, save them in Google Drive, and create a deal in Freshworks CRM (Freshsales Suite).
Gemini analyzes new Box files, stores them in Google Drive, and creates a matching deal in Freshworks CRM (Freshsales Suite).
B
G
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When a task is assigned in Box, create a backup folder in Google Drive and add a task in Freshworks CRM (Freshsales Suite).
Assigned tasks in Box trigger a Google Drive backup folder and create a corresponding task in Freshworks CRM (Freshsales Suite).
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Box
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → Box Triggers & Actions
What can you automate with Box + Freshworks CRM (Freshsales Suite)?
Streamline your document management and customer workflows with ready-made automation capabilities.
📂
Sync Box files with Freshworks CRM contacts automatically
Trigger actions in Freshworks CRM (Freshsales Suite) the moment new folder items or comments are created in Box, ensuring your sales pipeline reflects your actual storage activity.
📋
Capture every submitted field and document detail
Map all available file metadata, folder properties, and comment details into your CRM fields instead of just basic names, making records far more useful for your team.
🔔
Tell the right team member instantly when files arrive
Send notifications to internal channels or assigned reps the moment a new client document is uploaded or a task is assigned, speeding up internal collaboration.
🔀
Do something different depending on submitted fields
Route records into specific pipelines or trigger custom tasks based on specific criteria or tags found within your Box files and CRM contact properties.
🔄
Keep your destination records up to date as files change
Automatically update contact records, deal stages, and account notes whenever corresponding files or folder items are modified in Box.
➕
Add or update records instead of creating duplicates
Smart matching rules ensure that incoming Box items update existing contacts or deals in Freshworks CRM (Freshsales Suite) rather than cluttering your database.
📌
Handle later status changes like task completions and deals
Manage deal progression, task closures, and account updates automatically based on downstream milestones achieved in your connected platforms.
🔗
Extend your workflow to Slack and other essential tools
Connect Box and Freshworks CRM (Freshsales Suite) to Slack or other core apps to notify teams, trigger multi-step pipelines, and streamline daily operations.
And much more...
Who is Box + Freshworks CRM (Freshsales Suite) integration for?
Connecting Box and Freshworks CRM (Freshsales Suite) ensures sales reps, account managers, and project teams never miss client updates or lose track of files.
Operations Managers
Sales Representatives
Account Executives
Sales Operations Teams
Business Development Leads
Customer Success Managers
📊
Operations Managers
You're reviewing storage usage and client files in Box, but customer data sits separately in your CRM so your reports are always missing key context — this integration means every record updates automatically and your pipeline reports stay accurate.
⚡
Sales Representatives
You need to act fast on new client uploads in Box, and you find out too late because manual handoffs take hours — automating both apps means every contact is created instantly in your CRM so you can follow up without delay.
🤝
Account Executives
You answer to a client or an outside party who wants to see progress on shared documents, but status updates lag behind actual work — connecting these apps means every file change triggers immediate CRM updates so clients see up-to-date task progress.
📈
Sales Operations Teams
The volume of incoming client documents is too high for anyone to keep up by hand, leading to delayed deal updates — this integration means every contact and task syncs automatically so your team stays on top of high workloads.
🎯
Business Development Leads
You own the next step in closing deals and depend on someone upstream to hand over signed files from Box, but handoffs stall — automating both apps means every deal update triggers immediate task creation so your pipeline keeps moving.
🗂️
Customer Success Managers
You need a reliable history of client documents and keep finding gaps in your CRM records because file storage and sales data live apart — this integration means every folder item syncs directly to your accounts so your client history is complete.
Did you know?
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Box
Build and manage your Freshworks CRM (Freshsales Suite) + Box automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Box 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?
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Frequently Asked Questions
How do I connect Box to Freshworks CRM (Freshsales Suite)?
You can connect Box to Freshworks CRM (Freshsales Suite) in 1-click using ready-made templates on Integrately or by using Integrately AI. You can also connect additional apps like Google Drive, Slack, and Mailchimp seamlessly.
Can I automatically create Freshworks CRM contacts when a new folder item is created in Box?
Can I connect Box, Freshworks CRM (Freshsales Suite), and Slack?
What is a good Zapier alternative for Box and Freshworks CRM (Freshsales Suite)?
How does Box handle new folder items during automation?
How does Freshworks CRM (Freshsales Suite) handle contact updates during automation?
How can I automate Box and Freshworks CRM (Freshsales Suite) without coding?
Is the Box and Freshworks CRM (Freshsales Suite) integration free?
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