Box + Marketo Integration

Integrate Box to Marketo in one click, or tell Integrately AI how you want each lead handled. Upload files, create or update persons in Marketo, search records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Box
    New folder item is created in Box
  • Box
    New comment is created in Box
  • Box
    New event is created in Box
  • Box
    Task is assigned in Box
Arrow Right
2.
  • Box
    Upload file in Box
  • Box
    Search file in Box
  • Box
    Add task to file in Box
  • Box
    Add comment to file in Box
  • Box
    Create Folder in Box
  • Box
    Search folder in Box
  • Box
    Move/Copy file in Box
  • Box
    Get file request in Box
  • Box
    Add user as collaborator in Box
  • Box
    Copy file request in Box
  • Box
    Create text file in Box
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready WorkflowsReady Workflows   for Box + Marketo Integration

Create persons, update custom objects, search records, manage opportunities, and sync data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Box + Marketo flow

Sync your Box and Marketo files with CRM records, team chats, and project boards to streamline operations. Pick a combination and activate it in one click.

Box
Marketo
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SalesforceSalesforce (8)
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Google DriveGoogle Drive (8)
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SlackSlack (8)
+
HubSpotHubSpot (8)
+
AsanaAsana (8)
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ZendeskZendesk (8)
B
M
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Add every new Box folder item as a Marketo person and create a lead in Salesforce automatically
New Box folder items instantly create Marketo persons and new Salesforce leads, eliminating manual data entry across your tools.
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Alert your Salesforce team when a new comment is added in Box and find the matching Marketo person
Box comments trigger a Marketo person search and notify your Salesforce team instantly.
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Update Marketo opportunities and advance Salesforce deal stages when a Box task is assigned
Box task assignments update Marketo opportunities and advance Salesforce stages automatically.
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Create a Salesforce task and add Marketo list members when a new Box event occurs
Box events trigger Marketo list additions and open follow-up tasks in Salesforce.
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If a new Box folder item is tagged enterprise, update Marketo opportunities and create a priority Salesforce lead
Enterprise-tagged Box items route directly to priority Marketo records and Salesforce queues.
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Close Salesforce tasks and update Marketo custom objects when Box task assignments are completed
Completed Box tasks update Marketo custom records and close corresponding Salesforce tasks.
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Use Claude to assess new Box comments and create Marketo persons and Salesforce deals for positive sentiment
Claude evaluates Box comments so positive interactions automatically generate Marketo persons and Salesforce deals.
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When a new Box folder item is created, update Marketo persons, create Salesforce leads, and notify Slack
New Box items update Marketo and Salesforce while alerting your team instantly in Slack.

Supported triggers and actions for Box and Marketo

Mix and match to build the exact automation you need

Box
Box Triggers & Actions
New folder item is created in Box
Triggers the automation when a new folder item is created
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New comment is created in Box
Triggers the automation when a new comment is created
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New event is created in Box
Triggers the automation when a new event is added
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Task is assigned in Box
Triggers the automation when any task is assigned to someone
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Upload file in Box
Uploads a file to the particular location
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Search file in Box
Searches for a file
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Add task to file in Box
Adds a new task to a file
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Add comment to file in Box
Adds a comment to a file
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Create Folder in Box
Creates a new folder in the designated location
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Search folder in Box
Searches for a folder
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Move/Copy file in Box
Transfers files from one location to another or make a duplicate copy of a file
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Get file request in Box
Retrieves a file request from a designated source
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Add user as collaborator in Box
Grants collaborator access to a user
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Copy file request in Box
Duplicates a file to another destination
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Create text file in Box
Generates a new text file with particular content
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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
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What can you automate with Box + Marketo?eks

Streamline your document storage and marketing operations by connecting core events to customer engagement records.

What you can automate?
📁
Create Marketo persons from Box folder items
Automatically generate or update person records in Marketo the moment a new folder item is created in Box. Eliminate manual copy-pasting between cloud storage and your marketing platform.
💬
Capture every submitted comment and note
Map all Box comment details directly into Marketo person notes or custom objects. Ensure valuable client feedback is never lost in storage folders.
🔔
Alert your team instantly on key events
Trigger instant team notifications whenever new Box events occur or tasks are assigned. Keep sales and marketing personnel aligned on active deliverables.
🔀
Route records based on submitted tags
Apply conditional rules to route enterprise or VIP Box items to high-priority Marketo opportunities while standard files process normally.
🔄
Keep marketing records synchronized as files change
Automatically update Marketo custom object records whenever Box tasks are modified or completed. Maintain an accurate picture of project momentum.
🔍
Search and update instead of creating duplicates
Look up existing person and opportunity records in Marketo before creating new entries. Keep your database clean and free of duplicate profiles.
Handle later status changes and task completions
Update Marketo opportunities and custom objects automatically when assigned Box tasks reach completion status.
💬
Extend your workflow to team chat apps
Combine Box, Marketo, and Slack into a single multi-step pipeline to update records and alert team channels simultaneously.
And much more...

Who is Box + Marketo integration for?

Marketing managers and sales operations teams looking to streamline file management and customer engagement workflows can eliminate manual data entry entirely.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Account executives
Account executives
Data operations teams
Data operations teams
Campaign coordinators
Campaign coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're tracking campaign files in Box but your Marketo reports only update when someone manually exports data, so the person counts you're optimising against are always a few hours behind — with this integration, every new folder item updates your marketing database instantly and your numbers stay current.
Sales operations managers
You need to act fast on new client document submissions in Box, but leads sit waiting in storage until someone checks for updates — automating both apps means every new folder item immediately creates or updates a person in Marketo so your team engages prospects right away.
🤝
Account executives
You answer to clients asking for document progress, but tracking task completion across shared folders and CRM records takes hours of manual hunting — connecting these apps means every Box task assignment updates your Marketo opportunities automatically and status stays transparent.
📊
Data operations teams
The volume of files and comments coming into Box is too high for anyone to keep up by hand, leading to missing person records and fragmented histories — this integration means every folder item and comment maps directly into Marketo without human intervention.
🔄
Campaign coordinators
You own the outreach stage and depend on upstream teams to hand over approved assets in Box before you can update contacts — automating both apps means as soon as a new event is created in Box, persons join Marketo lists instantly without delayed handovers.
🗂️
Compliance officers
You need a reliable audit history of file changes and client interactions, but manual logging leaves glaring gaps in your tracking — connecting these apps means every comment and task completion updates Marketo custom objects reliably.
Our team

Ready Workflows 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 + Marketo

Build and manage your Box + Marketo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Box + Marketo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Box to Marketo?
Frequently Asked Questions
You can connect Box and Marketo in 1-click using ready-made templates on Integrately. You can also use Integrately AI to build custom workflows linking Box and Marketo with tools like Salesforce, Slack, and HubSpot.
Can I automatically create Marketo person records from new Box folder items?
Frequently Asked Questions
Can I connect Box, Marketo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Box and Marketo?
Frequently Asked Questions
How does Box handle task assignments in this integration?
Frequently Asked Questions
How does Marketo process updates from Box comments?
Frequently Asked Questions
Do I need coding skills to automate Box and Marketo?
Frequently Asked Questions
Is the Box and Marketo integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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